The Lang Cat
Investment | 18 Jan 19
Advisers face tough grilling on client portfolio performance
Market volatility and Mifid II fee disclosure set to test adviser-client relationship
Tax & Technical | 15 Nov 18
Is Mifid II working?
Mifid II has proved every bit as problematic as we feared. The development budget consumed across providers, advisers and discretionary fund managers (DFMs) in the lead-up to launch amounts to more millions than anyone cares to add up. And the spending hasn’t stopped.
Best Practice | 17 Jul 18
Model portfolio risk labels ‘dangerously naive’
The UK’s Financial Conduct Authority has taken aim at risk-targeted model portfolios in its platforms study, which has sparked calls for platform providers to re-evaluate “subjective” branding and the amount of information they disclose.
DFMs hindering trust take-up on platforms
Discretionary fund managers’ lack of willingness to use investment companies in model portfolios is hindering their adoption on advised platforms, according to the Lang Cat.
Pension transfer boom over says Lang Cat
The UK’s pension transfer boom could be over, according to research released by financial services consultancy firm The Lang Cat.