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Mifid II forces fund managers to slash research spending

Fund managers are cutting back on research spending from banks and brokerages following the launch of Mifid II in January. According to the Financial Times, European asset manager Candriam has reduced the number of brokers it uses from 100 to 70 since the beginning of the year. Candriam chief executive Naïm Abou-Jaoudé the firm has […]

AJ Bell: IPO is not ‘jobs for the boys’

AJ Bell founder Andy Bell has promised that shares in the platform will be available to current users and small investors, not just big financial institutions, as it prepares to list. Later this year or early next year, the platform will offer a slice of the business to retail investors in a float expected to […]

Managing customers in drawdown

By Lorna Blyth, Investment Marketing Manager Delivering a decent drawdown review process takes time and resources. This article looks at how you can manage drawdown clients in a more cost-effective way. Most advisers are seeing an increase in drawdown clients following pension freedoms. Often these are clients with lower fund sizes, which means advisers are […]

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