Industry insights Archives

What are advisers most concerned about in 2024?

Consumer sentiment has been on the up since we’ve entered the second half of the year. According to GfK’s long-running consumer confidence index, the UK’s overall consumer confidence score in June was up ten points from the previous year and up three points from the month prior. Though the score remained in negative territory at […]

General Election 2024: The Future of Tech Policy

The general election is just around the corner. But what are the UK’s two largest parties saying about the future of tech policy? We looked through the manifestoes of Labour and the Conservatives to see what they’ve promised. The Conservatives on tech In their manifesto, released on 11 June, the Conservatives pledged to increase public […]

Young investors do not consider wealth management a priority

Young investors in the UK do not consider managing their wealth a priority, according to a new survey conducted by Invessed in association with YouGov. The survey asked 2,068 consumers about their attitude towards their financial future. It defined ‘young investors’ as anyone born after 1965. This would include Generation X, millennials and Generation Z. […]

How wealth managers can prepare for SDR

Last month, the UK Financial Conduct Authority announced that it intends to extend its Sustainability Disclosure Requirements (SDR) and investment labels regime to all forms of portfolio management services. ITL sat down with Shai Hill, Founder and CEO of Integrum ESG, to discuss what these new rules mean, how wealth managers can comply, and how their platform can help. Integrum […]

Sustainability Disclosure Requirements: What You Need to Know

At the end of April, the UK Financial Conduct Authority announced that it intends to extend its Sustainability Disclosure Requirements (SDR) and investment labels regime to all forms of portfolio management services. The decision would bring the rules for portfolio managers more closely in line with those for asset managers. It would include model portfolios, […]

Tokenisation: the future for wealth management?

Three quarters of wealth managers and institutional investors are predicting that tokenisation will be increasingly adopted by fund managers over the next five years, according to new research. The study, conducted by investment manager Nickel Digital Asset Management, found that 14% expected to see a “dramatic” growth in tokenisation over the next five years. Meanwhile, […]

AI in financial planning

More than two-thirds of UK investors are comfortable with artificial intelligence (AI) being used in investment decision making, according to a research survey by Avaloq. Only 15% of respondents said they would be comfortable with an entirely AI-driven analysis of their portfolio. But more than half were happy with a blended approach that combined AI […]

The Great Wealth Transfer: should advisors be worried?

The so-called ‘Great Wealth Transfer’ is looming. Over the next thirty years, baby boomers are set to transfer a total of £5.5 trillion to the younger generation, according to research by the Kings Court Trust and Centre for Economics and Business Research. However, the heirs of this wealth transfer won’t necessarily be sticking with their […]

ESG ratings to be regulated this year

Last week, the UK Treasury confirmed that it will regulate environmental, social and governance (ESG) rating providers. The announcement followed a year-long consultation which began in the wake of 2023’s Spring Budget. The finance ministry said a new regulatory regime would improve “clarity and trust” in the ratings. The decision was welcomed by the […]