LTAFs and Consumer Duty are treading a precarious tightrope
Fund managers are playing a balancing act between simplicity and sophistication as they cater to both retail and institutional investors
Fund managers are playing a balancing act between simplicity and sophistication as they cater to both retail and institutional investors
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Lauren Hardy gauges the lie of the land across the investment universe as we embark on a new year
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Head of portfolio management at Adam & Company on simplifying industry terminology, the dominance of the US and addressing imbalances in financial literacy
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The CIO has witnessed the adoption of model portfolios reshape the investment landscape but believes there is still work to be done
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Dr Sarah Ruggins, head of investment specialists at St. James’s Place, on cognitive diversity, financial inclusion and the avoidance of group-think
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Firms are not doing enough to support customers with vulnerabilities, writes Jayne Brown
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The likes of Hargreaves Lansdown are continuing to require the Mifid template from investment companies
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Industry commentators have welcomed the FCA’s desire to seek feedback on how it can simplify retail conduct rules and guidance
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Place clients’ needs at the heart of every decision, explains SG Kleinwort Hambros’ head of UK domestic wealth planning, and everything else will fall into place
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Chief product director says managing risk makes all the difference when you’re aiming for gold in your investment strategy
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Nearly two in five advisors using model portfolios depend on them for over 75% of their business
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CIty Hive’s Bev Shah visited a high-tech strawberry farm with CCLA and Impactt, changing the way she views the agriculture sector
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