Morningstar: European fund giants suffer outflows in December 2023
European-domiciled funds as a whole attracted a net €49bn in 2023
Morningstar
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Morningstar: Equity funds leak £18bn in second-worst year on record for outflows
Money market funds were the only asset class to achieve positive net flows in 2023
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Revealed: All the winners of the IA Best Practice Adviser Awards
Which firms triumphed across East Asia, Europe, the Middle East, South Africa and the UK?
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Passives to be ‘significantly underrepresented’ in SDR labels
Morningstar analysis shows high number are not within the scope of FCA labelling regime
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COP28: Investors need policy makers to press ahead
Ahead of COP28, this opinion piece reflects on the current policy context and needs for investors looking to consider climate impact, risks and opportunities
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When advisers question their platform, the answers better be good
As advisers expect the platforms they use to support them on securing good client outcomes
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CFA unveils UK diversity code
‘The aim is cultural change, not tick-box compliance’
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How do platforms need to communicate with advisers?
‘Good things happen when you bring your customers closer to your product, development and design specialists’
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Should advice firms in Hong Kong and Singapore adopt a fee-based model?
One big issue is that the markets are ‘fragmented’
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Are we entering a new age for investor communications?
As FCA research highlights how customer communications are not meeting needs
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What advisers can learn from clients in 2023
It has been an ‘eventful year’ so far for the financial planning market
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Huge decline in number of new managed portfolio launches
Just five launches have been reported to Morningstar this year