Hawksmoor temporarily suspends sustainable portfolios in anticipation of SDR amendments
The firm is awaiting the FCA’s decision on proposals regarding extending SDR to apply to portfolio managers
FCA
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Aviva Investors backs King’s College Consumer Duty and SDR course for IFAs
Understanding the new requirements and help deliver sustainable outcomes
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Comparatively speaking: Multi-asset vs managed portfolio solutions
In the first of a new series, Aviva Investors’ Smera Ashraf explores whether both these strategies have a role to play in the prevailing financial climate
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BareRock founder says advisers can meet the 3-day complaint rule
Complying with the requirement ‘virtually impossible’ without support
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FSCS finds adviser in default over pension transfers
Mark Peter Houlbrook in default over one claim
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Ex-Barclays Wealth chief executive Kalaris loses appeal against FCA
Kalaris loses appeal to perform senior management duties at firm Saranac
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Is a bitcoin allocation a diversification ‘cheat code’?
A 1% allocation to bitcoin in a 60/40 portfolio could have added an annualised 0.67% to returns over the last 11 years
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The role of risk capacity in retirement income advice
Oxford Risk’s Greg B Davies says sufficiently robust calculation methodology is lacking
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Is the SDR fund label kick-off date also a deadline?
FE fundinfo’s Mikkel Bates discusses the next steps investors and distributors must take to comply with SDR
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FCA lays out plans for traffic light ratings of DC pensions
Schemes to be rated red, amber or green on their performance
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Are decumulation strategies fit for purpose?
Experts weigh in on whether the advice industry is getting it right
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FCA’s Mills welcomes ‘feast of frogs’ as advisers make Consumer Duty progress
Speech made to mark one year anniversary