Despite the surprises the market always springs on investors, for the Loomis Sayles US Equity Leaders Fund, macro events are not a factor in its own decision making.
The Bank of Mum and Dad is now equivalent to one of the UK’s top 10 mortgage lenders and is set lend over £5bn in 2016, according to Legal & General. In research with the Centre for Economics and Business Research, L&G estimates parents will be involved in 25 per cent of mortgage transactions taking place in […]
In order to properly discuss the threat or opportunity that robo-advice poses, we have to set aside the notion that is anything to do with advice in the purest, regulatory definition sense of the word. Many of these online tools and services are about signposting consumers to default funds, recommended buy lists, or perhaps multi-asset […]
It has been a long time coming but the FCA is finally promising to take another look at financial scams. Without doubt, the level of professionalism among regulated advisers and the respect from other professions are now both huge. I look around and find colleagues far and wide so much more qualified compared with 10 years […]
With all the discussion around due diligence, much of it has centred on products, platforms and providers, with the client sitting firmly to one side. But just as important as due diligence on providers is making sure there is a robust process in place to determine a client’s risk profile. There needs to be more […]
Do macro headlines create white noise which impacts market prices? Portfolio Manager at Harris Associates, David Herro, discusses how market volatility can create opportunities to buy good business at a discount.
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The Financial Services Compensation Scheme will automatically compensate hundreds of clients of a collapsed discretionary fund manager, but other investors will have to wait another five months to get their money back. London-based Beaufort Securities has been investigated by both the FCA and US authorities. An indictment from the US Department of Justice alleges that […]
Fiducia managing director on ‘good old-fashioned’ customer service in the digital world Anthony Scott is adept in the art of communication. As an adviser and a novelist (he has written the novels ‘On Ashover Hill’ and ‘The Birthday Gift’) it is crucial for the Fiducia Group managing director to engage and build a rapport with […]
The FCA has reiterated its warnings that advisers outsourcing defined benefit transfer advice to firms with relevant qualifications cannot divorce themselves from responsibility for the eventual recommendation. While existing FCA rules require additional qualifications to advise on DB transfers, and the FCA has written to all firms who have DB transfer permissions as part of […]