What it takes to make a successful adviser business

What it takes to make a successful adviser business...

Providing best advice in a transparent way, with explicit contracts so that a client expectations are met, is a good starting point for this journey, says James Pearcy-Caldwell, co-founder of Aisa International.

Published : 9, Jan 2017
Uncovering stances on business ethics among advisers globally

Uncovering stances on business ethics among advisers...

Tricky ethical scenarios faced by financial advisers around the world who take part in the Chartered Institute for Securities & Investment’s integrity-based workshops show some fascinating trends, says Rebecca Doodson, CISI's manager of ethics and integrity.

Published : 5, Jan 2017
Israel proves countries must innovate to accumulate

Israel proves countries must innovate to accumulate...

Rather than worry at a time of political change, I recently took a few days away from the screens to visit Israel for the first time, meeting innovative companies and soaking up the atmosphere.

Published : 22, Dec 2016
Analysis: New investment landscape for 2017

Analysis: New investment landscape for 2017

Markets have displayed an uncanny ability to take political bombshells in their stride but the same may not be true in 2017.

Published : 20, Dec 2016
ANALYSIS: US equities the ultimate refuge as 2016 winds downs?

ANALYSIS: US equities the ultimate refuge as 2016...

As 2016 draws to a close money managers will be putting the last of their ducks in a row before everybody takes their eye off the ball for the Christmas holidays, but this year is the right move more obvious than usual?

Published : 19, Dec 2016
Analysis: The absolute return conundrum

Analysis: The absolute return conundrum

There is a long line of asset managers rolling out funds aimed to “balance” and “diversify” returns, but is the multi-asset universe about to be turned on its head?

Published : 16, Dec 2016
ANALYSIS: Out-of-step Alliance Trust divides analysts with review

ANALYSIS: Out-of-step Alliance Trust divides analysts...

Rumblings of restructure have been ongoing at Alliance Trust for many years. But those looking for seismic shifts from the investment trust’s much anticipated strategic review, are liable to have been disappointed on Thursday.

Published : 15, Dec 2016
ANALYSIS: Are the bulls about to charge?

ANALYSIS: Are the bulls about to charge?

If the fund managers surveyed on a monthly basis by Bank of America Merrill Lynch are any indication, animal spirits have returned.

Published : 13, Dec 2016
Analysis: Why policy makers are passing the buck to politicians

Analysis: Why policy makers are passing the buck...

A few years ago, it was de rigueur to talk up a supposed decoupling of developed and emerging markets, but for central banks there is now a more disconcerting separation at play.

Published : 12, Dec 2016
Analysis: What if Trump succeeds?

Analysis: What if Trump succeeds?

Last year at about this time I wrote a piece titled: What if the Fed is wrong and other scary thoughts for 2016?

Published : 9, Dec 2016
Analysis: ECB acts but Japan lesson looms large

Analysis: ECB acts but Japan lesson looms large...

While EU leaders unveiled plans for a new €321m state-of-the-art ‘Europa’ Brussels HQ, over in Frankfurt the ECB was building its own foundations for change.

Published : 8, Dec 2016
ANALYSIS: Time to put an end to rip-off passive funds

ANALYSIS: Time to put an end to rip-off passive...

Active managers are under pressure like never before to either justify or cut their fees, but have passive funds been getting an easier ride than they deserve as a consequence?

Published : 7, Dec 2016
Key action points for US citizens facing up to Fatca

Key action points for US citizens facing up to...

Compliance with the Foreign Account Tax Compliance Act (Fatca) by those institutions affected by it is now well advanced, but the picture is much less clear for individuals affected by the new rules, says David Andrews, executive director (international private clients) at HFM Columbus.

Forces impacting on survival rate of financial services firms

Forces impacting on survival rate of financial...

Aspects of the international retail financial services market are perceived to lag behind several more mature domestic financial services markets, or certainly those in leading European economies, such as the UK, Germany and France, says Guy Vanner, managing director of AKG Financial Analytics.

Published : 5, Dec 2016
ANALYSIS: Trump impact on emerging markets may wane

ANALYSIS: Trump impact on emerging markets may...

One of the losers so far, from the election of Donald Trump to the White House has been emerging markets funds.

Published : 1, Dec 2016
ANALYSIS: Will the Fed turn its back on the world next year?

ANALYSIS: Will the Fed turn its back on the world...

With a December interest rate rise now close to certain, investors will no longer be trying to assess when the Federal Reserve will raise rates next, but what the path will be after this.

Published : 29, Nov 2016
ANALYSIS: Is Barclays’ new platform the start of Fintech 2.0?

ANALYSIS: Is Barclays’ new platform the start...

Barclays’ announcement on Monday that it has launched an execution-only platform should come as no surprise. But, it should serve as a reminder to wealth managers not to get too complacent.

Published : 28, Nov 2016
Will US equities binge mean a Thanksgiving hangover?

Will US equities binge mean a Thanksgiving hangover?...

As Americans get stuck into their Thanksgiving day celebrations the rest of the world still has its eye on the investment ball and some may be weighing up whether, just as with food, you can have too much of a good thing.

Published : 25, Nov 2016
ANALYSIS: Pragmatic Hammond and the art of the possible

ANALYSIS: Pragmatic Hammond and the art of the...

Anyone hoping for infrastructure spending plans on a Trumpian scale was disappointed on Tuesday by what most commentators described as a cautious and pragmatic Autumn Statement from Philip Hammond.

Published : 23, Nov 2016
ANALYSIS: Value vs growth not a black and white issue

ANALYSIS: Value vs growth not a black and white...

Ignore the politics. If there’s one takeaway for investors from 2016, it’s the move from growth to value.

Published : 22, Nov 2016

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