Why demand for risk-targeted multi-asset funds may rise
Are risk-targeted multi-asset funds going to be as popular overseas as they have been in the UK?
Author: International Adviser
-
-
What level of income is achievable in 2017?
A target of 5% income is achievable, though challenging, says Kames product specialist Nick Edwardson.
-
Active versus passive performance and fund flows
The numbers behind the worldwide trend in terms of active and passive fund flows are explained by Stephen Andrews, head of UK strategic partnerships at Aberdeen Standard Investments.
-
Life companies should engage more with legacy clients
International life companies could do more to protect their legacy business through actively engaging with these clients, says Philip Penrose, director and head of UK and international sales for Coram Asset Management.
-
Practices in the UAE financial sector ‘no longer tolerated’
Some formerly tolerated business practices in the Middle East’s financial services sector are now subject to clearly set out restrictions, says William Wells, director of Middle East sales at Schroders.
-
HMRC wins long-running case against Rangers football club
The UK Supreme Court has ruled in favour of HMRC in its seven-year pursuit of Rangers Football Club for aiding and abetting tax avoidance using Employee Benefit Trusts (EBTs).
-
Retirement Planning – “Save Now, or Pay Later”
Long-term savings for retirement is a well-established aspect of financial planning – but it is frequently an uphill battle to encourage individuals to take control of their future.
-
UK finds 40% of advice provides ‘unacceptable’ disclosure
The Financial Conduct Authority (FCA) has found “unacceptable” levels of disclosure in over 40% of the financial advisory sector as it releases the results of its Assessing Suitability Review.
-
Multi-asset solutions point the way ahead
Harnessing the strength of financial markets can be a powerful way of growing your wealth. But to do so, clients need to have the confidence to invest over the long term.
-
A ‘price haircut’ in prospect for funds in 2017
Prices on funds are predicted to fall during 2017, in the wake of the UK Financial Conduct Authority’s (FCA) investigation into quasi-active portfolios, says Danny Knight, director of multi-asset at Old Mutual International.
-
Demographics and Trump’s policies to boost demand in 2017
Trump’s economic policies and a growing older population will give the world economy a boost in 2017 and beyond, says Aymeric Forest, head of global income for multi-assets at Schroders.
-
How advised assets outperform DIY financial planning
Those clients who benefit from having a financial adviser have better performing assets in their portfolios than those who go it alone, says John Astrup, savings and investment propositions manager, Zurich International Life, Middle East.