Luxembourg fund association to tackle ESG ‘greenwashing’
Sustainable investing, Brexit and growth of the fund industry are high on Alfi’s agenda for 2019
Investment
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IFAs must tackle taboo topics to help clients and themselves
UK advisers need to shake off their discomfort and bring up uncomfortable subjects – like inheritance
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Are women climbing the high net worth ladder?
Experts disagree on what is stopping women from breaking the wealth barrier
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Asia fund passport scheme aims for February launch
But excitement over the scheme has waned after nearly six years of planning
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US firm fined $1bn for running a Ponzi scheme
Emergency action filed by US regulator after 8,500 retail investors were defrauded
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Low valuations put EM equities in spotlight
Growth, liquidity, valuations and “active management” underpin the positive outlook for the asset class
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Winners and losers in 2018 global wealth market
WealthX’s high net worth handbook reveals some big changes within the wealth sector last year Click through the slides below to find out more
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Accessing retail clients is a worry for UK firms post Brexit
Pimfa chief admits ‘the critical point for us is we want time’ after Brexit inquiry opens
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FCA proposes ‘adviser-less’ pension investment solutions
The move would help stop 100,000 clients a year putting retirement pots into unfit investments
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Are firms fudging their ESG credentials?
Strong suspicion but little concrete evidence that firms are ‘greenwashing’ investments
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Facebook to crackdown on scam investment adverts
Social media giant reached an out-of-court settlement with the MoneySavingExpert founder over fake ads
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Surging AJ Bell share price justified despite 4% fall in assets
Share price jumps almost 80% since IPO