Latest News - Danielle Levy
My asset allocation: Shane Bennett of Cathedral Financial Management
The research analyst sees opportunities in infrastructure funds, despite Labour's pledge to abolish private finance initiatives.
FTSE firm as merger mania dominates UK shares
Takeovers enliven UK stock market with Virgin Money jumping 8% on bid from rival challenger bank CYBG. Scottish Mortgage Trust extends recent rally.
Smith & Nephew leads FTSE 100 lower
A profit downgrade from Smith & Nephew weighed on the FTSE 100 and dampened good news from Glencore.
My asset allocation: Scott Mordrick of Montage Wealth Management
The head of portfolio management believes even a bad Brexit deal offers investment opportunities
Oliver Stone of Fairstone: why we are moving into alternatives
Why the head of research sees attractions in absolute return funds
My asset allocation: Kay Ingram of LEBC
Why the national firm is shifting away from UK large caps into small caps following the rise of the pound.
My asset allocation: Allan Harragan of Grangewood Financial Management
How a low-cost passive approach helps the Maldon-based financial planner to approach the efficient frontier
Nutmeg founders launch new venture with big backers
Nick Hungerford and WIlliam Todd have attracted backing from former Lloyds chair Victor Blank for their new firm.
My asset allocation: Chris Ling of Fowler Drew
Mean reversion is no average strategy for Chris Ling, Fowler Drew’s head of investment management. He explains how he picks investment portfolios for his clients.
My asset allocation: Kasim Zafar of EQ Investors
The portfolio manager at London-based advice firm EQ Investors explains why he likes Japanese equities, but not long-dated bonds.
'How can you sleep at night owning these shares?' CEO Tapes
Do not miss the first two minutes of this film as Richard Buxton reveals how he was challenged by a client for owning shares in a certain company.
Fees roundtable: 'If one in three says you're too pricey, that's about right'
How much is too much when it comes to paying for advice? Step forward Alan Smith, Kay Ingram and Vijay Thakkar to discuss charging, fees and the advice gap.
Adviser profile: Catherine Morgan and John Ward of Essendon Financial Planning
A chance meeting between Catherine Morgan and John Ward led to the pair setting up Essendon Financial Planning as an independent firm.