Recommended

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 […]

Tech troubles

Ali Unwin, Chief Technology Officer, Neptune Another big tech wobble – the Nasdaq has now fallen for 10 of the past 12 days – as a number of bad headlines spiralled into a good old-fashioned ‘pile-on’. In short (with our thoughts)… Read more here Important Information Investment risks This Fund may have a high volatility […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment