Advised clients fail to jump on board as ETFs eclipse index funds
ETFs account for almost half of passive assets in Europe
DFMs
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Advisers about to be ‘tested to destruction’ on client portfolios
Market volatility and Mifid II fees disclosure set to put investments to the test
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Brown Shipley nabs Barclays private banker
Manchester hire part of the wealth manager’s regional expansion
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DFMs stick by Japan following failed predictions of outperformance
Lindsell Train was the only fund in the sector to deliver positive returns in 2018
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Retail investors going ‘whole hog’ on cash leaves industry aghast
Advisers reveal some investors are pulling entire portfolios from the market
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Advisers shun DFMs to justify fees
Nearly a fifth of advisers say they would never consider outsourcing
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Clients of defunct DFM set for payment
The UK’s Financial Services Compensation Scheme expects to shortly make the first payments to customers of discretionary fund manager Strand Capital, which entered administration in May 2017.
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Tatton launches blended fund range
Tatton Investment Management has launched a range of six risk-rated portfolios designed to allow IFAs to adopt its investment style across different platforms.
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IFAs should disclose 10% drop in performance
IFAs offering advised investment portfolios should consider matching DFMs by voluntarily disclosing any 10% falls in value to clients, says investment expert Graham Bentley.
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Managers playing the ‘loser’s game’ more likely to outperform
For the majority of active or discretionary managers, adopting a “loser’s game” strategy will in general lead to above average returns for clients.
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Multi-asset popularity rises as IFAs ditch model portfolios
More IFAs are steering their clients toward multi-asset funds this year and pulling away from model portfolios, a new Aegon UK study finds.
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Asset managers should expect more fee pressure from DFMs – Cerulli
Active asset managers can expect growing pressure on fees from DFMs, according to a study from data company Cerulli Associates.