Advisers increasingly use DFMs as their investment partner. Cazenove Capital provides due diligence factors for advisers to consider when partnering with a DFM.
Morgan Stanley has placed one in three odds that Jeremy Corbyn will be the UK prime minister by the end of next year as divisions among the Conservatives over soft versus hard Brexit trigger elections in the second half of 2018. The major US bank predicts a two in three chance the UK faces a […]
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 […]
Sources say announcement could come in a matter of weeks.
Precise Mortgages’ parent Charter Court Financial Services is close to announcing a £500m flotation on the London Stock Exchange. The firm was looking to sell last year, but switched its attention to floating, and Sky News reports this could be announced this week. Charter Court has hired Royal Bank of Canada, Barclays and EY to help […]
Caspar Rock, Chief Investment Officer, and Richard Jeffrey, Chief Economist, review the state of the economic landscape. It started with an unconventional recession, one that emanated from a near collapse in the financial system but which, in some larger economies, resulted in a comparatively modest increase in unemployment. Then we had unconventional monetary policy, encompassing […]
- Top trends
News and expert analysis straight to your inboxSign up
Latest from Money Marketing
The Pensions Regulator has agreed to share market intelligence on defined benefit transfers on a regular basis with the FCA and The Pensions Advisory Service so trustees can ensure members fully understand the risks involved. In a new formal agreement, TPR will share its reports on DB market intelligence roughly every two weeks with the […]
Advisers explain how out-of-town offices are preferable to city centres and why the retirement market is key It is easy for outsiders to make assumptions about the North East based on the so-called North/South divide. While acknowledging the real challenges in this part of the UK, local advisers are keen to highlight the positives that […]
Advisers are questioning the value that best-buy fund lists have after Hargreaves Lansdown’s opinion-splitting decision to reform its flagship Wealth 150. According to a recent report from consultancy Platforum, 61 per cent of advisers use the services of fund research agencies, while an increasing number of providers and fund supermarkets are launching lists of the […]