Quilter boosted by spike in adviser flows to platform
Jump of 44% on the inflows through the same route a year ago
Consumer Duty
-
-
Trading tantrums: Should DIY platforms stop treating investors like children?
In restricting access to certain funds and trusts, are platforms making an assumption that DIY investors are incapable of grown-up value assessments?
-
View from the top: Words and deeds
Janus Henderson Investors’ CEO Ali Dibadj discusses how a crowdsourced exercise to identify what makes the firm tick can benefit ‘clients and clients’ clients’
-
Boring Money and Broadridge launch Consumer Duty data solution
Brings together Broadridge’s value reporting and data with Boring Money’s demographic and perception data
-
Robert Burdett Q&A: ‘This is a people business’
The head of Columbia Threadneedle’s multi-manager team discusses passive investing, the trend for short-termism and the importance of making industry connections
-
Brooks Macdonald’s Shepherd: So clients live their best lives
Brooks Macdonald CEO discusses ensuring consistent investment outcomes, the value of peace of mind, the advice gap and the importance of identifying vulnerable clients
-
FCA warning on platform cash rates could prompt profit squeeze
JP Morgan analysts warn of threat to profitability
-
FE Fundinfo announces distribution channel services
aimed towards asset managers facing fee changes
-
Arguing the case for ‘cooperation’
CS Investment Managers’ Robert Darling believes collaboration between competitors on regulatory change is a must if the industry wants to punch above its weight
-
Evelyn Partners books net flows of £545m as assets hit £55.6bn
Gross inflows were up 38% to £1.8bn
-
LGIM’s Crossley on the firm’s biggest challenges, five-year goals and the evolution of index funds
The head of UK wholesale speaks about being ‘more than an index house’ and addresses property fund scrutiny
-
The stuff themes are made of
Guy Matthews, managing partner at Sarasin & Partners, discusses the long-term nature of thematic investing, AI’s impact, ESG and a hidden plus of Consumer Duty