Analysis: Regulatory scrutiny keeping UK advisers on their toes
Advisers must stay on the ball as the UK regulator continues to tweak pension transfer rules in an attempt to get a handle on this rapidly evolving sector.
Analysis
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What Abe’s victory means for Japanese equities
While never in doubt, the strength of victory of prime minister Shinzo Abe’s ruling party in Sunday’s snap lower house election exceeded expectations, with the Liberal Democratic Party (LDP) securing more than half the number of lower house seats.
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Multi-asset in spotlight after damning research
You are more likely to be “hit by lightning” than see returns that beat inflation and cash from a multi-asset fund, according to fresh research raising the debate into cost effectiveness once again.
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Analysis: Funds playing a dangerous game of liquidity
On 22 August, doorstep lender Provident Financial hit investors with a devastating triple-whammy – a profit warning (its second in a matter of months), an FCA investigation into its credit card subsidiary Vanquis Bank and the resignation of disgraced CEO Peter Crook.
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Analysis: Green investing has an image problem
If anything, the flurry of studies during this year’s Good Money Week have proved that green investing has to overcome a number of hurdles before it really takes off.
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Analysis: Is the Trump trade back on?
Faith in the “Trump trade” faded during the summer, as controversy crowded out policy, but it has sparked back to life as the administration lays out plans for a significant overhaul of the US tax system.
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Demonstrating value to clients when using DFMs
The growing use of discretionary fund managers (DFMs) has put some advisers in a sticky situation. How can you comfortably charge a fee for an on-going service model when one of the most visible parts of that service is outsourced?
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Analysis: The big opportunity overlooked by IFAs
The pension investing habit is spreading in the UK, but there remains one significant blot on the landscape – a dramatic slump in the numbers of self-employed paying in to a plan.
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The unknowns and knowns for UK equities
Amid all the uncertainty surrounding sterling and the UK economy, what is clear is the potential that this type of environment creates for talented active managers to generate alpha for their clients.
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Ten technology challenges facing financial advisers
Find out which are the 10 most disruptive technological forces that are affecting the financial services industry, and what financial advisers need to do to avoid perishing in the new world order.
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The best way forward for fees and commission
A road plan for adviser remuneration is set out by Phil Billingham in the first of a new series looking at how to thrive amid ongoing regulatory change, including reactions from three IFAs across the globe.
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Has German election killed the European Spring?
Many fund managers dismissed the historical German election results as “insignificant for markets”, but they have failed to consider its impact on the status quo and the possible reversal of recent political trends.