October 2018


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  • Why barriers to DFM need breaking down

    21 October 2018

    Costs, performance and even fears of having your clients stolen are all major concerns for adviser firms who have stood firm against the rising tide of outsourcing investment management in recent years. But these misplaced fears could be costing firms – and their clients – more than they know, argues Rathbones group executive director...

  • Benefits for employers providing access to financial advice

    18 October 2018

    Employers who provide financial advice to their employees will benefit their businesses and could save themselves money, research by Chase de Vere has shown. In contrast, those who don’t could find they disadvantage their businesses as a result, the wealth manager and corporate adviser says. The research found that 83% of employers believed financial...

  • Commodity investing through a mining royalty  

    17 October 2018

    Mining royalties offer a range of advantages over direct investment, not least the they receive Gross Revenue Royalty, says Julian Treger, CEO Anglo Pacific Group When most people think about royalties, they think about music royalties, but there are many other options for clients to consider and they are growing in popularity. They are a unique...

  • FE launches Ex Ante Costs and Charges Calculator for Analytics

    15 October 2018

    Research and ratings provider FE has launched a new tool designed to provide advisers with a transparent view of all the pre-sale charges they must disclose to clients under the MiFID II regulation. The FE Analytics+ Ex Ante Costs and Charges Calculator prepopulates the ex ante investment product charges for all funds in a...

  • Independent directors delivering value for investment companies

    11 October 2018

    The Association of Investment Companies said investment companies with an independent board of directors are leading the way on governance which sets it apart from the open-ended industry.  At a roundtable hosted by the AIC, a number of directors highlighted the role of investment company directors and gave examples of how their boards have...

  • Does S&P 500 fall portend end to the bull run?

    11 October 2018

    Rory McPherson, head of Investment Strategy, Psigma Investment Management, looks at this week’s events on the US stock markets and whether this is the first sign of an end to the longest ever bull run. Events this week on US stockmarkets have raised further questions over whether the bull market rally, the longest ever, will...

  • Time for the next recession?

    9 October 2018

    As the business cycle expansion continues, increasingly this question is being raised. Anthony Rayner, manager of Miton’s multi-asset fund range, takes a view This is the second longest US business cycle expansion according to the National Bureau of Economic Research, whose data go back to the 1850s. If there is no contraction before July...

  • Do UK equity fund managers think Brexit will impact their funds’ performance?

    3 October 2018

    Over two fifths of UK equity fund managers expect their performance to be affected by Brexit, a new survey by Square Mile has found. In a survey of UK equity funds with a Square Mile fund rating, 42% expect their performance to be sensitive to the outcome of Brexit negotiations, while 32% thought it...