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FundCalibre also noted its findings lend weight to the theory that fund houses which specialise in either equities or fixed income tend to do better in their chosen field than those which attempt to offer a full range of funds across both asset classes.
FundCalibre intends to update both the equities and bonds version of these provider rankings on an annual basis, it said.
Key events for wealth managers in the week beginning 25 November
The label will come into effect on the 27 November
Global climate assets up 6% in first nine months of 2024
Reluctance of platforms to allow for fractional trading means the inclusion of ETFs and trusts within model portfolio services is being constrained
88% of companies globally either raised payouts or maintained their level
Number of women in the industry increases but female representation in the 50-64 age bracket declined, according to inclusion report
