Clients’ great expectations challenge Sth African advisers
South Africa’s leading independent financial advisers have called on the sector to embrace change to meet the great expectations of the next generation of clients and regulators.
Microsoft’s $26bn LinkedIn deal prompts mixed views
News of Microsoft’s LinkedIn acquisition has generated mixed views over its merit.
Alternatives | 14 Jun 16
Limited fortunes will take brave hearts – Pictet AM
For the next five years investors with multi asset portfolios need to be thinking in terms of a 2.5-3.0% real rate of return and even then they will need to hold a lot more high risk assets, according to Pictet Asset Management.
Potential pitfalls of the Lifetime Isa – Royal London
To be introduced in the UK in April 2017, the Lifetime Isa (Lisa) is intended to incentivise people to save for their first home, their retirement, or both. But research published by the independent Pensions Policy Institute (PPI), sponsored by Royal London, compares the tax-free savings scheme with its international counterparts and highlights some challenges that may arise.
Alternatives | 14 Jun 16
Manulife set to expand across Europe
Manulife Asset Management, the investment management arm of Canada’s Manulife Financial Corporation, has announced plans to expand across Europe and has boosted its operations in the UK.