Providers need to start trusting their intermediaries the same way that clients trust us.
Early indications that a quarter of inflows to the Titan venture capital trust will come from Isa investors have been described as “surprisingly high”. Octopus Investments became the first provider of the tax advantageous products to open up to Isa investors last month. An Octopus spokeswoman says they are expecting 25 per cent of Titan inflows to come […]
David Shairp, Head of Research at the Prudential Portfolio Management Group (PPMG), investigates the range of factors that multi- asset investors use to derive market insights and views that inform portfolio decisions. These would typically include valuation, macro factors, and behavioural or market timing factors. Many investors usually separate strategic and tactical asset allocation decisions. […]
Columbia Threadneedle will pay for its own research under Mifid II as one of the last remaining asset managers to decide their plans announce their intentions. In a note sent to clients and seen by Money Marketing, the global asset manager says it will absorb research costs within the firm’s own accounts, instead of passing commission […]
Jeremy Pearson is Technical Support Manager with Canada Life’s ican Technical Services Team. Canada Life offers a range of wealth management solutions, including retirement income planning, estate planning and investment solutions from a choice of jurisdictions, including the UK, Isle of Man and Republic of Ireland. Many parents value the standard of education offered by […]
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