Trading tantrums: Should DIY platforms stop treating investors like children?
In restricting access to certain funds and trusts, are platforms making an assumption that DIY investors are incapable of grown-up value assessments?
Investment
-
-
Mirabaud Wealth Management’s Paul Whelan: Lifelong learning
The manager discusses putting ESG concerns front and centre of investment and the ‘ongoing education piece’ on both sides of the client/adviser relationship
-
Nick Train lists Diageo and Burberry as biggest disappointments in 2023
Finsbury Growth and Income underperformed for the third year running
-
Square Mile: Capital growth funds tussle with income funds for advisers’ attention
Aegon Diversified Monthly Income took the top spot for the most-searched fund
-
Peel Hunt: The must-have trusts to grow your savings in 2024
Researchers narrowed down the universe of over 400 trusts
-
Banishing the blues: Investors have plenty to look forward to in 2024
Ninety One’s Sahil Mahtani discusses the tailwinds afoot for 2024
-
The AIC: City of London most viewed trust as investors eye income
Seven of the 20 most-viewed trusts on the AIC website in 2023 were UK Equity Income-focused
-
WisdomTree Bitcoin fund begins trading in US
Following SEC’s approval of spot bitcoin ETFs
-
IA: Funds achieve net inflows of £1.1bn in November as monetary outlook brightens
A potential end to interest rate hikes injected optimism back into UK investors, who favoured passive funds over their active counterparts
-
Londonmetric Property reaches agreement on terms for merger with LXi REIT
Merger set to create the UK’s fourth-largest REIT
-
Defaqto reveals top 10 most recommended multi-asset strategies and MPSs
Rankings created using data from Engage adviser research software
-
A ‘watershed moment’ for digital assets: Industry reacts to US regulator approval of spot bitcoin ETFs
However, investors say the decision does not mark a ‘slam dunk’ for UK approval