Advisers dump less wealthy clients into multi-asset
The size of a client’s wealth is important in helping advisers decide which investment strategies to use, but it is not the only factor to consider.
Hedge funders launch robo adviser for Isa investors
Negativity around robo and investment technology a few years ago prompted former hedge fund executives Ian Cadby and Jonathan Wauton to get into the online wealth management space, culminating in the launch of platform Tiller on Monday.
Model portfolio risk labels ‘dangerously naive’
The 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.
Morningstar boosts cash to 30% in multi-asset fund
Morningstar Investment Management has substantially raised the cash levels in its Real Return multi-asset range as it braces for interest rate normalisation and higher volatility.
Nine fund selectors on the track record they seek before investing
Three-years’ track record is an important milestone in the asset management industry, but do investors stick to such hard and fast rules when it comes to assessing a fund?