Advisers say economic climate prompting clients to change retirement plans
Researchers gathered responses from 200 financial advisers
Research
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Q&A with Professor Di Maggio: What advisers can learn from our adviser research
Insight into the characteristics of some of the most successful firms in the world
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Global data provider launches Adviser Clarity
In a bid to provide ‘a critical resource for firms seeking to make inroads into the UK adviser channel’
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Singapore regulator creates institute of digital finance
To spearhead education and research into fintech in Asia
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Square Mile buys ethical investment firm
Deal includes the company’s associate trading entity as well
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How much should managers pay for research?
Analysis reveals S&P indices where equity analysts can add the most value.
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Quarter of over-55s unaware of pension tax, L&G study finds
Of more than 2,000 over-55-year-olds surveyed in the UK, 21% would be ‘shocked’ to pay tax on their pension
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FCA drops Mifid II bombshell on brokers
Mifid II rules on payment for research could extend to sales and trading roles, the Financial Conduct Authority (FCA) has warned.
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SEC clears path to US research post-Mifid
The Securities and Exchange Commission (SEC) has announced that UK investment firms will be able to temporarily access research from the US post-Mifid II.
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Is your DFM offering value for money?
Investors can assess whether a DFM offers value for money by unbundling the DFM’s service into admin costs, market access costs and applied research, and allocating a “reasonable cost to each”, a consultancy claims.
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LSE questions family office role in shielding elite wealth
The rise of “mysterious” family offices and their “shadowy” role in helping ultra-high net worth families protect their wealth “demands scrutiny”, research from the London School of Economics (LSE) has found.
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Morningstar fund ratings available to individual investors
Morningstar has opened its new sustainability ratings for funds across its North American and European websites to individual investors around the world.