AJ Bell slices MPS charge 40% amid asset allocation changes
AJ Bell has lowered the annual management charge (AMC) on its managed portfolio service, as it moves toward a new in-house strategic asset allocation approach.
AJ Bell
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Serial complainer loses AJ Bell ombudsman case
The Pensions Ombudsman has not upheld a complaint from a client and ex financial adviser accusing AJ Bell of poor service, negligence, maladministration and misconduct, which saw the investment firm take the “unprecedented decision” to end its relationship with him.
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Research ‘value-add’ questioned as analysts miss mark
Analysts missed the mark more often than not with their FTSE 100 recommendations in 2017, raising more questions about the “value-add” of research, data from AJ Bell has revealed.
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Getting to grips with Priips
After months of planning, EU regulations Mifid II and Priips finally came in to full force last week, but uncertainty around what it means for US funds on platforms remains.
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Platforms suspend funds over missing Priips document
Bestinvest has temporarily removed a handful of investment trusts from its platform as providers failed to deliver the documents required by regulations which came into force last week.
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Three potential Black Swans for 2018
Global financial markets have enjoyed a sustained period of remarkable calm, but will that continue into 2018? AJ Bell’s investment director Russ Mould proposes three potential ‘Black Swan’ events that could surprise markets and taint the year ahead.
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Seven funds to watch for 2018
As the year comes to a close, investment managers have started to prepare for 2018. Portfolio Adviser asked a group of top fund selectors to pick one fund to watch in 2018.
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Three reasons why the FTSE 100 will soar next year
The FTSE 100 has enjoyed the benefits of benign environment throughout 2017, and AJ Bell believes it has the potential to burst through the 8,000 mark for the first time next year.
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AJ Bell AUA up 25%
AJ Bell has reported its assets under administration (AUA) have increased 25% to £39.8bn, up from £31.8bn in 2016.
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AJ Bell’s Hughes warns on growth stock hysteria
Investors are missing out on good, profitable businesses by becoming swept up in the growth stock hysteria, AJ Bell’s Ryan Hughes has warned.
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Six top fund picks for any risk appetite
Looking for a fund to match an investor’s risk appetite can be a tricky one, with a number of options and ranges out there. Here, AJ Bell’s Ryan Hughes takes the stress out by listing his top fund picks for 2018.
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AJ Bell continues hiring spree
AJ Bell has strengthened its investment team with the appointment of Simon Molica as fund manager.