Analysis

Platforms | analysis 9 Aug 18

UK regulator worried that established clients are stuck on expensive legacy platforms

Fixed Income | analysis 19 Jul 18

Long duration funds outperformed in the second quarter of 2018, despite investors’ ongoing concerns around interest rates.

Retirement | analysis 17 Jul 18

With what clients think is fair to pay firmly at odds with the risks IFAs now associate with advising on pension transfers, have the pensions freedoms lost their way?

Investment | analysis 16 Jul 18

Discretionary fund managers say asset classes rather than geographies will be the best source of safety if the US unleashes a full-blown trade war as Bank of England simulations show the geographic scope of rising tariffs.

Best Practice | analysis 12 Jul 18

Today’s investors are a savvy bunch. Long gone are the days of mailing out reams of identical reports and brochures to everyone on your list; 2018 supply chains are complex and require delicate handling, says Mitch Cornelia, director of lead supply solutions at Paragon Customer Communications.