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
Consumer Duty
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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
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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
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FCA warning on platform cash rates could prompt profit squeeze
JP Morgan analysts warn of threat to profitability
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FE Fundinfo announces distribution channel services
aimed towards asset managers facing fee changes
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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
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Evelyn Partners books net flows of £545m as assets hit £55.6bn
Gross inflows were up 38% to £1.8bn
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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
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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
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Consumer Duty impacts active-passive debate
Seven investment experts set out their thoughts on the outlook for passive investing, fixed income, India and more
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Battle of the banks: Should investors turn to challengers or stick with incumbents?
Several fund managers debate the merits of investing in the ‘Big Five’ lenders amid a busy month for the sector
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Ben Goss: Risk is in the eye of the beholder
Investment risk should be understandable and communicable and the better the job done on the first, the easier the second becomes