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Insight Discovery’s Nigel Sillitoe talks to International Adviser about the stringent criteria advice firms and advisers must meet to feature on his website WhichFinancialAdviser.com and how a proactive marketing campaign can do more to attract prospective clients than cold calling.
Investors are scurrying to lock in decade-high yields before rate hikes bring then down to earth
Platforms requiring retail investors to undertake knowledge tests before buying certain trusts is bruising the already-ailing sector
Rogier Quirijns of Cohen & Steers and Rathbones’ Craig Brown on the outlook for the property sector
Equity holdings in multi-asset funds surpassed their long-term average
It gained £300m in new money during the first quarter, down from £700m at the start of 2023
Passive funds were the most popular purchase, accounting for 74% of all sales over the period
