AJ Bell Financial News

23.10 / 19:29

Index Funds funds ETFs AJ Bell Investors could be losing thousands on expensive tracker fees

The figures revealed that investors using most expensive passive funds could see their returns significantly diminish over the long-term.

15.02 / 15:35

economics inflation Bank of England UK Recession GDP AJ Bell 'Outcry' for rate and tax cuts would only be a 'short-term fix' to UK growth issues

'What is required from our leaders are some genuine policies to be able to generate sustainable growth, which benefits the wider economy. Failing which, the image of the mammoth stuck in the La Brea Tar Pits creates the perfect analogy.'

24.01 / 17:19

UK companies Chancellor of the Exchequer equities AJ Bell AJ Bell calls on Jeremy Hunt to introduce 'radical' ISA reform

AJ Bell urged the chancellor to slash any plans to create a ‘Great British ISA’, highlighting the restriction of investment choice as a potential issue for investors.

22.01 / 13:27

regulation UBS Jefferies companies financial conduct authority AJ Bell record high Jefferies lifts AJ Bell valuation after assets hit record high

Jefferies’ investment thesis for the company lies on the exposure of the platform to the large UK advisor market and to the smaller, but higher-margin, D2C market.

19.01 / 12:49

UK AJ Bell tax cuts Chancellor Hunt signals more tax cuts ahead of election - reports

Chancellor Jeremy Hunt | Copyright HM Treasury

18.01 / 14:37

companies AJ Bell Platforms Q4 AJ Bell platform assets hit record £76.2bn as inflows soar 62%

Michael Summersgill (pictured) is CEO of AJ Bell.

20.12 / 18:42

UK AJ Bell FTSE 100 share buybacks dividend 2024 fall FTSE 100 dividend forecasts fall 10% for 2023 and 2024

Dividend payouts are still concentrated in the market, with 55% (£42.8bn) of all FTSE dividend payouts set to come from just ten stocks in the blue-chip index, while the top 20 are set to deliver 74% of total dividends, or £57.3bn.

18.12 / 15:49

People moves AJ Bell Coutts Evelyn Partners investment research AJ Bell's former investment research head Alena Kosava joins Coutts

Alena Kosava (pictured) left AJ Bell in June 2023 to pursue other opportunities and was at the firm for just over a year.

14.12 / 14:41

Unit trusts/OEICs ETFs AJ Bell Less than 40% of active equity managers beat average passive alternative in 2023

Laith Khalaf, head of investment analysis at AJ Bell, said the performance of active funds in the global sector against a passive comparator has been “particularly feeble”, with just a quarter outperforming. This falls to 22% over ten years.

07.12 / 12:45

Morningstar AJ Bell Evelyn Partners Platforms LTAFs elude retail investors as platforms shun Innovative Finance ISA

AJ Bell, Hargreaves Lansdown, interactive investor and Evelyn Partners’ Bestinvest all told Investment Week they currently have 'no plans' to offer an IFISA.

07.12 / 12:45

companies Results People moves AJ Bell AJ Bell reports 'strong' results with 50% jump in pre-tax profits

Michael Summersgill (pictured), CEO of AJ Bell

04.12 / 15:32

People moves AJ Bell AJ Bell D2C and investment head Doran departs for CIO role at Lloyds

Kevin Doran (pictured) joined AJ Bell in 2017 and led the launch of the investments business within the group, then developed the D2C proposition, including Dodl – AJ Bell’s investment app.

20.11 / 09:41

Bloomberg UK Treasury AJ Bell HMRC Chancellor to unveil proposals to overhaul ISA regime - reports

Chancellor Jeremy Hunt (pictured) Credit: Zara Farrar — HM Treasury

09.11 / 12:19

UK industry AJ Bell ISA UK chancellor reform Chancellor could unveil major ISA reform in Autumn Statement - reports

Chancellor Jeremy Hunt (pictured) will deliver his Autumn Statement speech on 22 November.

03.11 / 08:55

economics UK MPC Macroeconomics Monetary Policy Committee AJ Bell UK enters 'new phase of suspended animation' after Bank of England holds rates

Inflation is now projected to return to 2% at the end of 2025, compared to Q2 2025 as expected at the MPC’s previous September meeting.

24.10 / 11:07

People moves AJ Bell Square Mile AJ Bell expands investment team with two senior hires

Slattery-Vickers was previously at Castlefield, while Angell joins from Square Mile.

23.10 / 19:29

People moves AJ Bell Platforms MPs AJ Bell promotes Ryan Hughes to lead MPS and multi-asset proposition

AJ Bell's Ryan Hughes (pictured) has been promoted to the role of investment director.

19.10 / 07:41

companies Results Aum AJ Bell Platforms AJ Bell sees £4.2bn net platform inflows against 'challenging' backdrop

AJ Bell chief executive Michael Summersgill (pictured).

03.10 / 15:17

UK companies AJ Bell FTSE 100 dividends FTSE AJ Bell: FTSE 100 dividend growth predictions continue to slide

FTSE 100 dividend payments for 2023 are now forecast to come in significantly below expectations.

02.10 / 14:21

Morningstar companies AJ Bell share price Stock Spotlight: SocGen share price revival hopes flounder as fresh strategy disappoints

The plan targeted a cost-to-income ratio of less than 60% to boost profits by 2026.

13.09 / 14:19

fees BlackRock companies financial conduct authority Unit trusts/OEICs AJ Bell Consumer Duty pricing BlackRock tiered fund pricing structure divides opinion

'Active managers as yet have not truly grasped the nettle that the cost of investing in active funds is still too high.'

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