Ross Butters, managing director of Omnium Wealth Management, discusses technology’s role in successful advice firms.
Nicolas Just, Head of Smart Beta at Seeyond, says the most important point to recognise about the Seeyond approach to investing is that it sees volatility as an asset class and, with its factor-plus products, it aims to build portfolios that will outperform an index over one year/achieve outperformance as frequently as it can.
Winning three trophies at this year’s Unbiased media awards is serious business for Jonothan McColgan. In fact, his livelihood depends on it. As the owner of small advice firm Combined Financial Strategies, McColgan cannot compete with the marketing budgets of bigger firms. He has had to find other ways to attract clients, so winning industry awards has become […]
With the news last week that Standard Life has acquired Axa Elevate, I suspect many already overworked advisers are heaving weary sighs. “Not more due diligence on our chosen platforms,” I hear them cry. These kinds of industry developments raise an interesting question: which parts of the platform chain are you evaluating? Is it the […]
EEF stated in its 2015 EEF Manifesto that the UK’s growth prospects depend on people being fit, working and productive. Keeping people in work and helping people return to work is very important for the manufacturing sector. It means boosting productivity by getting people back into work as early as is possible, as well as fostering workplace cultures and environments that proactively manage individuals’ health conditions so that all can benefit from lower sickness absence outcomes.
A product designed to bring some unique attributes to the crowded absolute return global macro space With diversification and risk management top of investors’ wish lists when it comes to alternatives, step forward the H2O MultiReturns Fund. H2O Asset Management is an independent boutique backed by Natixis Global Asset Management and has a 14-year track […]
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Latest from Money Marketing
Justin Modray says the RDR will make little difference in the way most advisers are paid.
M&G is merging its Global Leaders fund into the Global Themes fund in the wake of a review resulting from fund manager Aled Smith’s decision to step down. The proposed merger has been approved by the regulator but is still subject to approval from shareholders. The Global Themes fund will continue to be managed by […]
Face-to-face advice still holds a firm place in serving clients, despite an increasing demand for mobile and remote services in adviser practices. Research from consolidator Fairstone from November shows there has been a 10 per cent decrease in the use of face-to-face financial advisers over the past seven years. However, advisers speaking to Money Marketing […]