Adviser satisfaction ratings with discretionary fund managers have dropped in the latest index from Defaqto. The consultancy asked advisers to rate discretionary fund managers across 14 categories in relation to their importance. The survey showed that investment flexibility was most important for advisers, in terms of range of assets and range of options. Quality of […]
What does 2018 hold in store? We take a look at some of the trends we believe will shape the responsible investment agenda for the year ahead. #metoo – a watershed for working culture?Popularised after the allegations against Harvey Weinstein, the #metoo hashtag quickly went viral and became a global movement empowering individuals to speak up […]
The wrong people are paying the levy and the fund is not going to enough of the right consumers Consumers of financial services firms are not being given enough compensation when they are missold, misadvised or out-and-out cheated. Or, rather, not enough clients are being given compensation. We know that because, in most cases, they […]
The day on which my career as a marketer in financial services started back in 1987 also happened to be the day the stockmarket crashed. The people at the investment company taking me on as a graduate had no time to welcome me with a chat and a cup of coffee. They were trying to […]
How do you choose between active and passive? Is it art or is it science? Is it really one or the other? Many people approach this decision thinking the outcome is either one thing or the other. You either expect your manager will outperform or you don’t. You go 100% active. Or 100% passive. But […]
- 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