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
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Cfa
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CFA UK chief executive steps down after 18 years
Will Goodhart will step down in early 2025
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CFA Institute reveals the four narratives driving ‘the future state of the industry’
Report draws on insight from 3,000 investment professionals
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CFA UK CEO: Maintaining clients’ confidence during volatile periods
Natalie Kenway speaks to Will Goodhart about the most recent changes to the CFA programmes and a challenging outlook for wealth managers
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CFA Society unveils updated climate certificate
The streamlined syllabus will have a greater focus on carbon markets and insurance products
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Diversity Project and CFA launch initiatives to boost number of female fund managers
Only one out of 10 fund managers are women
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CFA finds value assessments failing to meet investors needs
87% of reports declined to comment on liquidity
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What does coronavirus mean for advisers’ exam schedules?
CII, CISI and CFA Institute all have dates penned in the diary
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Can retail funds cope with the burden of tiered pricing?
Open-ended funds fail to follow the lead of investment trusts by passing on economies of scale
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Global equities and bonds increasingly seen as overvalued, CFA survey reveals
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.
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CFA and Woodford call for removal of “mystery” around fees
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.
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Fewer investors now see bonds as overvalued – CFA
UK investor sentiment toward bonds is improving a new survey by the CFA society of the UK has revealed.