The intention of the FCA’s platform charging rules was to make the way investors pay for platforms explicit and more transparent. At the time, the regulator said the new rules were designed to remove fund manager bias and “allow both investors and advisers to compare the costs of investing through different platforms and make an […]
It has been noticeably quiet for us on the pension front since the reforms were introduced. It appears consumers have heeded the various warnings to avoid rushing to make decisions. We expect to advise a large number of clients on pension freedoms over the next three to five years but hopefully these will be on a […]
Long/short funds Developed market equities have been driven higher and higher by quantitative easing over the past few years. However, we think the beta wave has finished now: alpha will deliver the returns going forward. Unconstrained long-short funds, in particular, are starting to look increasingly interesting. They can be more tactical as the performance of […]
Sipp provider Curtis Banks plans to float on the AIM stock exchange in a move expected to value the business at £85m. The firm, which started trading in 2009 and currently administers more than 26,000 Sipps, expects to raise £7.5m through the issue of new equity. Trading in the shares is due to commence on […]
Daniel Nicholas, Product Manager of the Harris Associates Global Concentrated Equity Fund, discusses the main challenges and issues facing global equity investors in 2016.
- Top trends
- Top trends
- Equitable Life sale to bring windfall for policyholders
- Paul Lewis: Financial advisers and journalists are one and the same
- How much are advisers charging for pension transfers?
- Henry Tapper: ‘We’ve really made a mess of DB transfers’
- Ian McKenna: Where the Standard Life/Phoenix deal could fall down for advisers
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