The multi-manager protected profit fund will invest in Cazenove UK growth and income, Newton higher income, DWS American growth, Gartmore European selected opportunities and BGI’s liquidity first cash fund. Equity exposure is capped at 70 per cent.
Eavesdrop on a conver-sation in early February and there is a fair chance you may hear some people casually talking about their disappointment at once again failing to keep to their resolutions.
Technology firm IFA Data is offering advisers who want to leave the industry a way to make old client banks marketable.
I was once quoted as saying that multi-manager was a solution for lazy IFAs. Multi-manager propositions start with the premise that IFAs cannot select decent funds for themselves or cannot be bothered.
Eurolife secured bond inv-estors are still waiting on details of a potential settlement package.
Jamie Clark – Business Development Manager The recent report from the Pensions Policy Institute demonstrates the sheer scale of auto-enrolment so far and what we can expect in the future. We’ve pulled out the key information to save you reading the full report. Auto enrolment in numbers Sources: Pensions Policy Institute, The Future Book: Unravelling […]
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Technology provider Moneyhub will now use Intelliflo’s application programming interface for its advisers. Integration onto the API will allow for advisers to access real-time information of client’s managed pensions and investments. Advisers will also be able to link investments they manage and see clients’ spending and savings patterns. The Big Interview: Moneyhub chief executive on […]
The past few years have seen a rapid rise in the number of fund managers linking with risk profilers to launch new ranges. Determining risk is a central part of the advice process. But risk-profiling tools have been subject to criticism over the wildly different asset allocations they produce and their lack of consistency when […]
AJ Bell is expanding its passive range to target a higher expected return for investors with a new global growth fund. AJ Bell launched its first range of own-brand funds last year with five risk-targeted multi-asset passive funds. The platform and Sipp provider said it has launched the Passive Global Growth fund in response to […]