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Investors withdraw from Woodford’s signature fund

Investors have pulled almost £2bn out of Neil Woodford’s signature fund since May. The Woodford Equity Income fund has seen assets under management drop from a peak of £10.15bn in May to £8.2bn in December as investors showed their disappointment in the manager’s performance, the Financial Times reports. Some of the fund’s key holdings including […]

Investment
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Investment Uncovered: How ETFs will transform the future of wealth management

A great migration from active to passive is happening, with many benefits for advisers and clients Demand for passives has seen another record year. Research from BlackRock shows that $81bn (£57bn) was poured into ETFs across Europe in the 12 months to the beginning of January, with investors tilting exposure towards emerging markets and European […]

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What do suitability reports tell us about DB transfer advice?

Compliance experts have urged advisers to improve their report writing for defined benefit transfers in the wake of heightened regulatory scrutiny. The FCA has expressed suitability concerns on several occasions in recent months, many of them garnered from the final reports produced by advisers recommending a transfer to their clients. When it comes to the […]

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The Big Interview: Ex-Skandia boss Peter Mann on why humans will beat artificial intelligence

Financial services veteran Peter Mann famously reserved a chair at board meetings to represent the client, his view being the only thing that really matters is whether they have been served. Although he winces at being described as client-centric, the ex-Skandia chief executive and Old Mutual Wealth vice chairman’s focus on the customer extends to […]

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