Peter Rutter, Head of Equities at Royal London Asset Management, explains the importance of considering social risks when analysing stocks for selection, as including analysis from this angle can often provide some surprising results. Read the article here. Past performance is not a guide to future performance. The value of investments and the income from […]
Franklin Templeton has launched an Absolute Return bond fund for UK investors. The new launch will aim to deliver an overall return of 2 to 3 per cent above the 90-day Libor rate over a full market cycle of three to five years after fees. It will aim to maximise risk-adjusted returns and deliver a […]
Advisers are becoming less satisfied with the service they get from platforms, new research shows. A Defaqto survey of nearly 300 advisers shows adviser satisfaction levels with platforms have declined 6 per cent year-on-year and were down 7 per cent last year. Areas that advisers became increasingly dissatisfied with last year were technical assistance, platform […]
Defined benefit transfer values remained largely unchanged from January to February according to Xafinity’s latest data. Figures from the firm’s transfer value index shows transfer values have been stuck in the same pattern since mid-September 2017. This has been driven by gilt yields and inflation that were constant over the month as the index climbed […]
By Ali Unwin, chief technology officer & fund manager, Neptune Artificial intelligence, driverless cars, big data. As technological advancements – and disruption – increasingly dominate headlines, Ali Unwin sets out six key themes he is watching in 2017. Read more Important Information Investment risks Neptune funds may have a high historic volatility rating and past performance […]
- Top trends
- Top trends
- Ian McKenna: Where the Standard Life/Phoenix deal could fall down for advisers
- Paul Lewis: Financial advisers and journalists are one and the same
- Who were the winners at the Money Marketing Awards?
- How much are advisers charging for pension transfers?
- Aegon apologises to advisers over Cofunds replatforming
News and expert analysis straight to your inboxSign up