Wealth manager Q&A with PortfolioMetrix’s Alex Funk: Model project
The CIO has witnessed the adoption of model portfolios reshape the investment landscape but believes there is still work to be done
Platforms
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Are platforms hampering the investment trust cost disclosure victory?
The likes of Hargreaves Lansdown are continuing to require the Mifid template from investment companies
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Saxo Bank launches UK investment platform
Zero commission on 100 US stocks between 1 October and 31 December
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Look, but don’t touch: Do investment apps encourage money movement?
SJP’s Wiggins: ‘Much like we might limit our child’s screen time, most investors should do the same with their investment apps’
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Hargreaves Lansdown receives fresh £5.4bn approach from private equity consortium
HL board would be willing to recommend the offer to shareholders should interest be firmed up
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‘Back to the Dark Ages’: Industry calls for FCA consultation amid trust test-taking woes
Platforms requiring retail investors to undertake knowledge tests before buying certain trusts is bruising the already-ailing sector
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AJ Bell platform exceeds half a million customers in Q2 update
Increases assets under administration by 5% for quarter
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Could one spreadsheet column solve the cost disclosure crisis for trusts?
Gravis’s Bill MacLeod explains how a FinDaTex tweak could prevent double-counting of investment company costs
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AIC: Trust purchases turn negative for the first time since 2011
Sales of investment companies overtook purchases by £53m
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AIC: Institutional investors own half of all trust shares
Institutions hold £89bn in investment company shares
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The Lang Cat: Advised platforms suffer record outflows in 2023
Outflows increased by 36.3% compared to 2022
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Quilter boosted by spike in adviser flows to platform
Jump of 44% on the inflows through the same route a year ago