Darius McQuaid

Good morning and welcome to your Morning Briefing for Monday 18 November 2024. To get this in your inbox every morning click here.

Wesleyan has hired James Tothill as an investment specialist as it looks to strengthen its intermediaries team.

Fidelity International has announced it is planning to adopt the ‘Sustainability Focus’ Sustainability Disclosure Requirements (SDR) label for three of its funds within its UK domiciled equity fund range.

Aviva has announced plans to launch a new Shariah lifestyle investment strategy which will include a suite of funds compliant with Islamic principles.

People who have switched jobs four or more times in the past decade have saved over £15,000 more in their pension pots than the UK public.

Almost half (45%) of advised clients believe investment performance is the most important factor for them when assessing overall value for money.

The average age of retirement for women in the UK has increased by seven years in the last 30 years, with both men and women now retiring on average at age 64.

Despite the majority (87%) of UK wealth managers believing AI will be integral to the future of their profession, 55% of investors refuse to use any form of AI for investment advice.

Morningstar Wealth has introduced a new consolidated reporting tool that simplifies processes, aimed at saving paraplanners “valuable time”.

Defaqto has launched, an analysis and research tool for asset managers which gives distribution teams, product teams and investment managers access to an “unrivalled wealth of data”.