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LATEST ADVISER NEWS


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Top sellers for July 2020

To help you see what other advisers are buying on behalf of their clients, here's the Top 20 most popular funds sold on our Funds and Funds Plus investment propositions.

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Top sellers for July 2020

To help you see what other advisers are buying on behalf of their clients, here's the Top 20 most popular funds sold on our Funds and Funds Plus investment propositions.

Read More

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Top sellers for June 2020

To help you see what other advisers are buying on behalf of their clients, here's the Top 20 most popular funds sold on our Funds and Funds Plus investment propositions.

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Top sellers for May 2020

To help you see what other advisers are buying on behalf of their clients, here's the Top 20 most popular funds sold on our Funds and Funds Plus investment propositions.

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Top sellers for March 2020

To help you see what other advisers are buying on behalf of their clients, here's the Top 20 most popular funds sold on our Funds and Funds Plus investment propositions.

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Doing business with us

Alliance Trust Savings (ATS) Accounts for advised clients are due to move to the Embark platform in the first half of 2020.

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Top sellers for February 2020

To help you see what other advisers are buying on behalf of their clients, here's the Top 20 most popular funds sold on our Funds and Funds Plus investment propositions.

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The rise and rise of responsible investing

Events in the early days of 2020 have continued to drive climate change and responsible investing up the global agenda.

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We need to talk about... the pension freedoms

For the uninitiated, the 2014 Budget announcement that the government would "legislate to remove all remaining tax restrictions" on access to pension pots may not have sounded particularly radical.

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Meeting FCA expectations on SMCR

With the recent UK General Election stealing the headlines, the extension of the FCA's Senior Managers and Certification Regime (SMCR) in December passed relatively unnoticed.

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Top sellers for January 2020

To help you see what other advisers are buying on behalf of their clients, here's the Top 20 most popular funds sold on our Funds and Funds Plus investment propositions.

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Top sellers for December 2019

To help you see what other advisers are buying on behalf of their clients, here's the Top 20 most popular funds sold on our Funds and Funds Plus investment propositions.

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Top sellers for November 2019

To help you see what other advisers are buying on behalf of their clients, here's the Top 20 most popular funds sold on our Funds and Funds Plus investment propositions.

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Platform changes and your business

On 5 November, FNZ completed its acquisition of technology rival GBST, amidst ongoing speculation around the potential implications for the platform market.

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Working with vulnerable clients

Missing the signs that a client might be vulnerable isn't something any adviser wants, and with the FCA recently closing a consultation on the fair treatment of vulnerable clients it's an issue of sharpening regulatory focus too.

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We need to talk about... the emotional investor

As we approach 2020, the investment environment feels unsettled, with stories like the demise of Woodford, Brexit, the UK General Election and the US-China trade war looming large on the news agenda.

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Top sellers for October 2019

To help you see what other advisers are buying on behalf of their clients, here's the Top 20 most popular funds sold on our Funds and Funds Plus investment propositions.

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Sale to Embark Group

Today it was announced that our current owners, interactive investor, have agreed a sale of Alliance Trust Savings' adviser and Stocktrade businesses to the Embark Group.

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Top sellers for September 2019

To help you see what other advisers are buying on behalf of their clients, here's the Top 20 most popular funds sold on our Funds and Funds Plus investment propositions.

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Top sellers for August 2019

To help you see what other advisers are buying on behalf of their clients, here's the Top 20 most popular funds sold on our Funds and Funds Plus investment propositions.

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Top sellers for July 2019

To help you see what other advisers are buying on behalf of their clients, here's the Top 20 most popular funds sold on our Funds and Funds Plus investment propositions.

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Getting to grips with SMCR

The Senior Managers and Certification Regime (SMCR) takes effect for FCA Solo Regulated Firms later this year, including advisers, and its reforms are wide-ranging.

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We need to talk about... fund structure

The suspension of the Woodford Equity Income Fund in June shone a spotlight on several different aspects of the investment management industry.

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Niche marketing: Five tips for getting started

Niche marketing is a simple yet effective idea. Done well it can deliver great results and for relatively little cost.

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Top sellers for June 2019

To help you see what other advisers are buying on behalf of their clients, here's the Top 20 most popular funds sold on our Funds and Funds Plus investment propositions.

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Welcome to your new Alliance Trust Savings

In October last year we announced that our then parent company Alliance Trust PLC had agreed the sale of Alliance Trust Savings (ATS) to interactive investor.

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Top sellers for May 2019

Many of our Advisers have told us they are interested in knowing what others are investing in on the Alliance Trust Savings platform.

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Financial futures are changing: A time of opportunity?

Inheritance tax planning may be what springs to mind when it comes to conversations around the passing on of wealth to younger generations.

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Talking to clients about ESG investing

There is a growing school of thought that investing in companies with an emphasis on sustainability and making a positive ethical impact, can also help drive sustainable, long-term returns.

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