Discretionary wins boost income at Brewin Dolphin

Discretionary funds inflows and strong investment returns have driven Brewin Dolphin’s total income to a record £82.4m for the third quarter of the financial year. Total fundsunder management in the quarter increased 6.5 per cent to £42.3bn for the wealth manager with discretionary funds increasing by 7.3 per cent. New discretionary funds including transfers came […]

Justin Cash, Editor of Money Marketing

Editor’s note: British Steel shows the menace of unregulated introducers

Last week, the great and the good of the advice profession gathered in Port Talbot. An industrial town in deepest South Wales may seem an unlikely location for a high-profile conference, until you fully grasp the magnitude of what has happened there over the past 12 months and its impact on the planning profession. While […]


Tech firm seeks adviser input on software developments

Back-office provider Iress is giving advisers more say in developments with its software through a new collaboration programme. Iress Labs is a global initiative and there are currently 75 firms involved, including six from the UK. Iress managing director Simon Badley says the move represents a “fundamental change” in how Iress operates. He says: “We’ve […]

Trevor Greetham – Investment Clock

Trevor Greetham, Head of Multi Asset at Royal London Asset Management, presents his latest video update, sharing his current views and the positioning of our multi-asset funds. Watch the video here Download The value of investments and the income from them is not guaranteed and may go down as well as up and investors may […]


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