Are pension freedoms still the right approach?
Increased uncertainty poses very clear challenges for the provision of pensions and advice, says FCA chief
Analysis
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Rupee rout is double edged for non-resident Indians
As the rupee finds a new level and India’s economy faces a bad patch, opportunities abound for NRIs
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Active ETF threat to mutual funds draws scepticism
Global active ETF assets under management currently total $90bn
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Sale of UBS Smartwealth shows importance of face-to-face advice
Private bank comments on disposal of mass affluent online service
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How much do financial advisers earn?
Top earner at Guardian Wealth reportedly takes home over £500,000 a year after tax
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UK advisers eye less regulation after Brexit
Will IFAs see any lightening of the regulatory burden when the UK finally leaves the EU?
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Quants – the science behind the numbers
Faang performance sees flows into quant strategies slump
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Advisers frustrated by platform switching
UK regulator worried that established clients are stuck on expensive legacy platforms
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Duration outperforms despite rate hike concerns
Long duration funds outperformed in the second quarter of 2018, despite investors’ ongoing concerns around interest rates.
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Pension freedoms pioneering spirit is at risk
With what clients think is fair to pay firmly at odds with the risks IFAs now associate with advising on pension transfers, have the pensions freedoms lost their way?
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DFMs face safe haven dilemma on US trade war
Discretionary fund managers say asset classes rather than geographies will be the best source of safety if the US unleashes a full-blown trade war as Bank of England simulations show the geographic scope of rising tariffs.
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Customer communication in the 21st century
Today’s investors are a savvy bunch. Long gone are the days of mailing out reams of identical reports and brochures to everyone on your list; 2018 supply chains are complex and require delicate handling, says Mitch Cornelia, director of lead supply solutions at Paragon Customer Communications.