Interconnectivity – a competitive advantage now, a necessity for survival tomorrow
The financial services industry has not been immune to technological advances though it has been slower to catch up, particularly in fund management. These days, all financial services businesses should be focused on their place within the industry and how they are connected to other companies.
The more is published about them, the less clear the outlook becomes for PRIIPs and UCITS
Having flagged it up in its written statement in June, HM Treasury published a short update at the end of July on what it plans to do with the PRIIPs Regulation in the UK after the end of the transition period. The document flags three intended changes...
When is a PRIIPs RTS not a PRIIPs RTS?
The objective of the PRIIPs KID has always been laudable – give retail investors a standardised pre-sale disclosure document that is clear, understandable and not misleading and that helps them compare products that aim to help them achieve similar goals but which are structured differently.
20/20 Vision: Will active managers turn the tide?
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.
Cross-border marketing: Managing a lack of harmonisation
Despite the passporting features of EU regulation, it seems fund managers are still finding it difficult to circumvent the apparent inconsistencies in how EU Member States apply directives relating to the cross-border fund registration, distribution and marketing of funds.
Digital Impact - is your business already Millennial-proof?
To win over and accommodate millennials, wealth management firms and fund managers need to run to keep up in order to adapt not only their product ranges and advisory approaches, but also their marketing methods and business models – while staying at the forefront of technology. Learn more how FE fundinfo can help Fund Distributors and Fund Managers build innovative websites and fund centres with state of the art Digital Solutions.
The rise in 3rd party investment propositions – a prevailing trend
Despite more model portfolio providers entering the market and the prediction of demand from advisers plateauing, it seems that the requirement for greater transparency of charges from MiFID II has accelerated the trend for investment outsourcing.
Battle Royal or Just a Misunderstanding over PRIIPs Past Performance?
Mikkel Bates, Regulatory Manager of FE fundinfo, on the growing chasm between the regulators and Better Finance (a European body representing savers and investors), and the European Commission and MEPs on the most heavily criticised section of KIDs - performance ratios.
Key insights from the FE fundinfo Financial Adviser Survey 2020
The 2020 FE fundinfo Financial Adviser survey is now in its 5th year running. Between the months of November and December 2019 (before the Covid-19 pandemic), we asked 271 financial advisers about their 2020 outlook.