Analysis: UK Government needs to act quickly on cold calling

Analysis: UK Government needs to act quickly on...Lock icon

While welcoming the UK Government's decision to resurrect a ban on pension cold calling, many industry figures have expressed concerns on how long it will take to implement.

Published : 21, Aug 2017
Preparing for a market correction – hedge or diversify?

Preparing for a market correction – hedge or diversify?...

The bulls and bears are out in force, divided over the prospect of a market correction in the near future, but is it wise to hedge equity exposure or is good old-fashioned diversification the way to go?

Published : 18, Aug 2017
Bull market party 'has to end'

Bull market party 'has to end'Lock icon

The problem with the dying days of an equity bull market is that it is difficult to be sure when it will end and how high it will go in the meantime. This, for Jim Wood-Smith, chief investment officer for private clients at Hawksmoor Investment Management, is the key dilemma in today’s markets. As he says: “We can see what will happen but we don’t know when.”

Published : 18, Aug 2017
Italy emerging as stand-out haven for the super wealthy

Italy emerging as stand-out haven for the super...Lock icon

A new flat rate tax regime introduced in Italy earlier this year is putting the nation on the map of potential destinations for super-wealth expats of all nationalities, an expert has told International Adviser.

Published : 17, Aug 2017
Sipps among most complained about UK financial products

Sipps among most complained about UK financial...Lock icon

The UK's Financial Ombudsman Service (FOS) received 59% more complaints about self-invested personal pensions (Sipps) in the first quarter of the 2017/2018 financial year compared to the same period a year before.

Published : 16, Aug 2017
Analysis: Beware 'best buy' offers from fund supermarkets

Analysis: Beware 'best buy' offers from fund supermarkets...

Is there a potential conflict of interest arising from investment platforms or "fund supermarkets" recommending their own products to clients?

Published : 16, Aug 2017
Time to clear out the clutter of small funds?

Time to clear out the clutter of small funds?

Small and expensive, are funds that have failed to hit £10m ($13m, €11m) in assets just clogging up the investment universe?

Published : 15, Aug 2017
Why global bonds work as 'a hedge against equity market risk'

Why global bonds work as 'a hedge against equity...Lock icon

Improving economic conditions are likely to create pockets of value in parts of the global bond market, according to Morningstar.

Published : 15, Aug 2017
The challenge to advisers posed by low cost platform rivals

The challenge to advisers posed by low cost platform...Lock icon

When Vanguard UK announced a 50% reduction in its UK closed-platform fee structure for online clients recently, it certainly caused a stir, says Paul Gambles, managing director of Thailand-based MBMG Group.

Published : 11, Aug 2017
Appetite for absolute return funds falls to new low

Appetite for absolute return funds falls to new...

Professional investors in Europe are losing their enthusiasm for absolute return funds.

Published : 10, Aug 2017
Int’l implications of the UK’s residence nil rate band

Int’l implications of the UK’s residence nil rate...Lock icon

The new Residence Nil Rate Band (RNRB) could have some complicated domicile-related ‘international’ aspects to consider, explains Graeme Robb, technical manager for the Prudential.

Published : 8, Aug 2017
High net worth clients to bear brunt of Belgian tax reform

High net worth clients to bear brunt of Belgian...Lock icon

High net worth individuals might end up footing the bill for the forthcoming corporate income tax overhaul in Belgium.

Published : 4, Aug 2017
Analysis: What has inspired the active fund renaissance?

Analysis: What has inspired the active fund renaissance?...

It was a bad time to be an active manager in 2016, the year of Brexit and Trump, with underperformance plaguing funds as passives tracked the market higher and higher.

Published : 3, Aug 2017
Global asset allocation strategies are 'no silver bullet'

Global asset allocation strategies are 'no silver...Lock icon

While it’s no secret that passive, low-cost products are relentlessly increasing their market share, investors’ hunt for yield has also buoyed sentiment towards flexible and unconstrained mandates, according to Morningstar.

Published : 1, Aug 2017
Analysis - Under fire SJP, still no easy target for rivals

Analysis - Under fire SJP, still no easy target...

St James’s Place Wealth has suffered another week of grim headlines about its advice model, but for rival IFAs and restricted advisers to win business and clients off what is arguably the market leader is easier said than done.

Published : 26, Jul 2017
Is the IMF's UK revision a red flag for investors?

Is the IMF's UK revision a red flag for investors?...

The International Monetary Fund's decision to downgrade the UK's growth forecast for 2017 was likely a wake-up call for some investors. But is it a signal of more dire times ahead? Or just another year of mediocre growth?

Published : 25, Jul 2017
Is the FCA barking up the wrong tree over platforms?

Is the FCA barking up the wrong tree over platforms?...

The Financial Conduct Authority wants to use the platform review to drive more competition in the asset management sector, but experts are asking whether it is looking in the wrong place.

Positivity meets uncertainty in a global equities dilemma

Positivity meets uncertainty in a global equities...Lock icon

Despite positive economic indicators, uncertainty over US interest rates, political risk and high valuations are casting shade on global equities, says Rory McPherson, head of investment strategy at Psigma.

Published : 21, Jul 2017
UK platform inquiry a ‘red herring’ says Novia CEO Vasilieff

UK platform inquiry a ‘red herring’ says Novia...Lock icon

The Financial Conduct Authority's (FCA) inquiry into online platforms risks focusing on the wrong issues and could fail to yield a good result for clients, according to industry expert and Novia chief executive Bill Vasilieff.

Published : 21, Jul 2017
ANALYSIS: Time for active funds to adapt or die

ANALYSIS: Time for active funds to adapt or die...

The active funds industry must shrink, cut prices, better-align itself with investors and differentiate if it wants to compete against a passive onslaught, according to a report by Morningstar.

Published : 19, Jul 2017

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