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.
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.
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.
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.
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.
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.
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.
AJ Bell has reported its assets under administration (AUA) have increased 25% to £39.8bn, up from £31.8bn in 2016.
Investors are missing out on good, profitable businesses by becoming swept up in the growth stock hysteria, AJ Bell’s Ryan Hughes has warned.
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.
AJ Bell has strengthened its investment team with the appointment of Simon Molica as fund manager.
Industry veteran Mike Morrison, head of platform technical at AJ Bell, has died at the age of 55.
