Standard & Poor’s Fund Services is to start awarding ratings to brand new fund launches. This will enable the firm to provide analysis of funds not covered by qualitative-based data firms, which rank funds solely on past performance.
Retirement funding will be an increasingly nagging problem for future generations. Peter French, a partner at Troy French and Partners, explains how equity release might be harnessed to help solve income and inheritance tax issues.
As the US continues to confound growth expectations and the eurozone’s ‘will they, won’t they’ saga has finally concluded, what are the implications for global markets? James Dowey, Neptune’s chief economist, puts forward his outlook for 2015 and the key considerations for investors.
Advisers are avoiding putting all their eggs in the passives basket Few advisers have wholeheartedly taken on board the arguments for index-tracking and put all their eggs in the passives basket. Indeed, advisers are deeply split in their attitudes towards passive investing. There is no denying funds in passive investment vehicles have been on the […]
A weekly account of the curious goings-on in the world of financial services Fussy financial felines With the average salary for financial advisers continuing to grow, one has to wonder what privileges immediate family members are able to enjoy. Perhaps most important to the families that own them are cats. Thanks to Twitter, WSJ can […]