Kepler: Lack of clear framework for trust fee disclosure causes confusion for investors
25% of Kepler’s retail investor base plan to allocate more to investment trusts following the change in disclosure rules
Mifid
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Are investment trusts celebrating too soon over cost disclosure?
Platforms may have thrown a spanner in the works
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Investment companies will no longer be required to produce KIDs
A draft Statutory Instrument proposed by HM Treasury found EU-inherited cost disclosure rules are ‘not accurate’
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Aegon: Multi asset funds prove to be top choice for financial advisers
90% of advisers surveyed use funds for accumulation and decumulation
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‘Back to the Dark Ages’: Industry calls for FCA consultation amid trust test-taking woes
Platforms requiring retail investors to undertake knowledge tests before buying certain trusts is bruising the already-ailing sector
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Rob Thorpe: What is behind the dominance of MPS?
Service has experienced rapid growth over recent years compared to its fund of funds and multi-asset fund peers
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How to meet financial regulation in the letter and the spirit of the law
Suitability regulations should be more than a box-ticking exercise, writes Oxford Risk’s Greg Davies
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European WMs stumped by Mifid directives in sustainability assessments
It is ‘concerning just how many wealth managers still aren’t up to speed’
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European advisers are ‘confused’ over Mifid II suitability compliance
Some firms have reportedly been asking clients to sign off their own risk level
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10% drop rule ripped up by UK government
‘Detrimental’ regulation abolished as part of chancellor’s Edinburgh reforms
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How advisers can prepare for Mifid II changes
They will look to improve client suitability assessments
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Aisa International secures Mifid discretionary licence
‘Some deliberate false information promulgated about UK pensions/investments in the EU over past year’