Hawksmoor’s Philbin: We want to be the ‘Intel Inside’ for advisers
CIO of Hawksmoor Investment Solutions, Richard Philbin, discusses the need for ‘Wealth Management 2.0’
Retail Distribution Review
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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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Track to the Future – Wellington’s Roy Smale & Matt Knight
How fund group distribution bosses are thinking about asset classes, strategies and working with clients over the year ahead
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Saltus’ Jon Macintosh: ‘Our job is to save clients from themselves’
Advisers should be offering solutions that improve their clients’ lives while steering them away from passing trends
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Bella Caridade-Ferreira: Navel-gazing at the FCA
Regulator finally publishes its evaluation of RDR and FAMR but is it missing the bigger picture of making advice accessible to all?
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Has Covid levelled the playing field for fund distribution?
73% of industry participants think growing margin pressure will be felt most acutely by fund promoters
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DIY investment sales up 110% since RDR
The number of non-advised sales of investment trusts and Oeics has soared 110% since 2012 while advised sales have slumped, FCA data reveals.
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Bellpenny makes 23rd acquisition
Bellpenny has added another name to its ever-expanding list of acquisitions with the purchase of IFA Legal & Professional Services.
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Diminimis to eliminate outsourcing confusion
Financial advisers can seek clarity regarding their responsibilities when outsourcing to discretionary investment managers as a new due diligence service sets out to dispel widespread industry confusion.
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IFAs queue up to buy multi asset solutions
Volatile markets have brought about a marked shift in favour of multi-asset income products among independent financial advisers.