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Disparities in fund sectors criticised in study

An analysis of the two most popular Investment Association mixed asset sectors has revealed wide variation in asset allocation that could have implications for advice suitability. Risk profiler Dynamic Planner researched the IA 20-60 per cent Shares and IA 40-85 per cent Shares sectors, assessing both asset mix, volatility and performance. Cash holdings in the […]

British Pounds in a Mouse Trap

Platform pressure: DFM offerings latest to raise competition concerns

Are model portfolio platform deals stopping clients leaving? Charges for model portfolios offered by discretionary fund managers on platforms have been called into question as the regulator’s deadline for publishing findings from its platform market study creeps closer. The FCA is expected to publish its interim report on the platform market in the summer and […]

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