Active ETF threat to mutual funds draws scepticism
Global active ETF assets under management currently total $90bn
Analysis
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Sale of UBS Smartwealth shows importance of face-to-face advice
Private bank comments on disposal of mass affluent online service
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How much do financial advisers earn?
Top earner at Guardian Wealth reportedly takes home over £500,000 a year after tax
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UK advisers eye less regulation after Brexit
Will IFAs see any lightening of the regulatory burden when the UK finally leaves the EU?
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Quants – the science behind the numbers
Faang performance sees flows into quant strategies slump
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Advisers frustrated by platform switching
UK regulator worried that established clients are stuck on expensive legacy platforms
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Duration outperforms despite rate hike concerns
Long duration funds outperformed in the second quarter of 2018, despite investors’ ongoing concerns around interest rates.
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Pension freedoms pioneering spirit is at risk
With what clients think is fair to pay firmly at odds with the risks IFAs now associate with advising on pension transfers, have the pensions freedoms lost their way?
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DFMs face safe haven dilemma on US trade war
Discretionary fund managers say asset classes rather than geographies will be the best source of safety if the US unleashes a full-blown trade war as Bank of England simulations show the geographic scope of rising tariffs.
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Customer communication in the 21st century
Today’s investors are a savvy bunch. Long gone are the days of mailing out reams of identical reports and brochures to everyone on your list; 2018 supply chains are complex and require delicate handling, says Mitch Cornelia, director of lead supply solutions at Paragon Customer Communications.
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The privacy risks of cross border investing
What can unite the UK and Russia, Saudi Arabia and Qatar and Pakistan and India? The answer, as all nerds know, is not football but tax, specifically the Common Reporting Standard (CRS), according to Irwin Mitchell Private Wealth partner Alex Ruffel and solicitor Luke Micallef-Trigona.
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Enough with the millennials already!
More confusing than US politics, Brexit and the global economy, millennials have been branded lazy, entitled and the generation that ruins everything. Yet unlocking the key to this enigmatic group is viewed as the holy grail for most companies.