Why now is the right time for FCA review of model portfolios
Areas expected to be covered include assessments of value, writes Sparrows Capital’s David Ogden
Areas expected to be covered include assessments of value, writes Sparrows Capital’s David Ogden
25% of Kepler’s retail investor base plan to allocate more to investment trusts following the change in disclosure rules
Platforms may have thrown a spanner in the works
A draft Statutory Instrument proposed by HM Treasury found EU-inherited cost disclosure rules are ‘not accurate’
90% of advisers surveyed use funds for accumulation and decumulation
Platforms requiring retail investors to undertake knowledge tests before buying certain trusts is bruising the already-ailing sector
Service has experienced rapid growth over recent years compared to its fund of funds and multi-asset fund peers
Suitability regulations should be more than a box-ticking exercise, writes Oxford Risk’s Greg Davies
It is ‘concerning just how many wealth managers still aren’t up to speed’
Some firms have reportedly been asking clients to sign off their own risk level
‘Detrimental’ regulation abolished as part of chancellor’s Edinburgh reforms
They will look to improve client suitability assessments