Value funds overtake growth in FE fundinfo Crown rebalance
Value funds are within the top 10% of all IA portfolios on alpha, volatility and performance, overtaking the previous growth winners
Value
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Brooks Macdonald’s Walker: How to navigate 2024’s economic crossroads
The head of the firm’s investment specialist team discusses AI, the rise in bond yields and a mixed picture for economic growth
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FCA offers further reprieve from 10% depreciation rules
Initial temporary exemption expired on 30 September
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Investors net £30m in savings from value assessments
More than 320,000 retail customers switched into cheaper share classes after FCA crackdown
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‘Money grabbing’ and ‘expensive’ advice sector repels Brits
Only 10% have taken paid-for financial services in the last two years
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UK government urged to back value of advice campaign
Coronavirus has meant promoting the sector’s worth is needed ‘more now than ever’
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How can advisers articulate the value they add to clients?
Research uncovers one ‘standout winner’
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What is the value of financial advice during a pandemic?
Planning should go beyond interest earned on investments