MPS: Smaller-value clients face restricted access
Reluctance of platforms to allow for fractional trading means the inclusion of ETFs and trusts within model portfolio services is being constrained
Reluctance of platforms to allow for fractional trading means the inclusion of ETFs and trusts within model portfolio services is being constrained
Will Goodhart will step down in early 2025
Report draws on insight from 3,000 investment professionals
Natalie Kenway speaks to Will Goodhart about the most recent changes to the CFA programmes and a challenging outlook for wealth managers
The streamlined syllabus will have a greater focus on carbon markets and insurance products
Only one out of 10 fund managers are women
87% of reports declined to comment on liquidity
CII, CISI and CFA Institute all have dates penned in the diary
Open-ended funds fail to follow the lead of investment trusts by passing on economies of scale
Growing uncertainty in developed markets and a flight to safe haven assets post-Brexit have skewed valuations, according to an increasing number of industry professionals polled by the CFA Society of the UK.
The investment profession’s value proposition is not well understood, while there remains a need for improved transparency and disclosures in fees and charges, according to CFA UK.
UK investor sentiment toward bonds is improving a new survey by the CFA society of the UK has revealed.