Tech funds top the rankings for 2023
While tech was the standout performer in 2023, investors in China funds had contrasting fortunes
FE
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FE fundinfo acquires French-based firm
Who will power FE fundinfo’s managed fee and distribution channel management service
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Retirement strategies must change to keep up with inflation
CPI hit 9% in April 2022 and is set to rise further in the UK
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Digital push accelerates financial advice market growth
Although ‘unfairly seen as late adopters’, advisory firms are ‘ready and able to invest’ in tech
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PEOPLE MOVES: IWP, Fidelity, PGIM
IFA group makes c-suite change, as investment manager names head of ETF distribution for Europe
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PEOPLE MOVES: Schroders Personal Wealth, IQ-EQ, FE Fundinfo
Advice business hires chief client officer, while investor services firm makes c-suite change
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MPS provider unveils decumulation products for advisers
To protect investors from sequencing and shortfall risks in retirement
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PEOPLE MOVES: DeVere, FE Fundinfo, Sionic
Advice giant names chief diversity officer, as data and tech provider expands European headcount
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PEOPLE MOVES: Julius Baer International, Arlo Wealth, Intelliflo
Swiss firm names head of UK investment advisory, while asset manager hires private wealth director
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Selectors retain faith in absolute return despite losses
Appetite for absolute return strategies still high despite underperformance but Gam fiasco may test investors’ patience
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Half of advisers failing to adapt their investment process
Despite continued regulatory scrutiny, more than half (54%) of UK financial advisers have not adapted their investment process over the last two years, according to research from FE.
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FE launches cost transparency tool for advisers
FE has launched a tool which it said provides advisers with a simpler and more holistic way of measuring the impact of costs on real returns and bypass projections provided by fund groups.