In this article we outline how the upcoming regulatory changes will impact your advice process and highlight the key issues you’ll need to consider when preparing for them. FOR ADVISER USE ONLY.
In this post we look back at the five key investment decisions we made in 2020. FOR ADVISER USE ONLY.
The debate over whether active is better than passive investing is an old one, with views firmly embedded on both sides. In this article we take a fresh look at the debate and consider whether a ‘hybrid’ strategy could provide a more suitable alternative. FOR ADVISER USE ONLY.
This week marked the third anniversary of FE Investments’ Responsibly Managed Portfolios. Launched in 2017 when ESG solutions from discretionary managed portfolio providers were in their infancy, the range is designed to offer a pragmatic balance between managing risk and returns, while investing for good. FOR ADVISER USE ONLY
The Agent as Client debate has been a hot topic for much of 2020 but many financial advisers are still unsure if they need to review the way they operate with their Discretionary Fund Manager partners. ADVISER USE ONLY
When considering a clients’ investments, few questions are as important as “how long do you want to invest your money for?”
Following our recent post on the Four key things to look out for when choosing a DFM we felt it would be beneficial to take a closer look at service delivery, as invariably that’s the primary factor in the decision to outsource investment management. FOR ADVISER USE ONLY.
Since launching in 2012 FE Investments, the investments arm of FE fundinfo has gone from strength to strength and now has more than £3bn in AUM
The FCA’s Production Intervention and Product Governance rules means financial advisers’ investment recommendations are under greater scrutiny than ever before. FOR ADVISER USE ONLY
Find out which fund managers won in the 2020 Alpha Manager Awards
Changes in market volatility have been aggressive and intense this year. The economic impact of Covid-19 was evident as the market dipped lower than its previous record in 2008. Whilst the favour towards passive investments is growing rapidly and appears to be a longer term trend, now is the time to turn to active management and for active managers to prove their worth.
Choosing a Discretionary Fund Manager to outsource to requires appropriate due diligence and strategic alignment between them and your business. FOR ADVISER USE ONLY
The rapid economic slowdown and financial market correction has led to speculation about how long any recession will last and what shape the economic recovery will take. In this article we take a closer look at the likelihood of a V, U, L or W shaped recovery. FOR ADVISER USE ONLY.
In this article we look at a new platform integration from Standard Life and FE Investments that uses technology to help reduce your administrative burden and improve client outcomes. FOR ADVISER USE ONLY.
