Are the days of the star fund manager numbered? Investing via indices or derivatives can be far cheaper and research shows that very few active managers can consistently add value.
In the UK, a large part of the funds management industry is built on a belief in highly …
Texting may seem impersonal to many, but it’s a lot more personal than a conversation with millions of people at once through a television screen or newspaper – perhaps the financial services industry can take a lead from US presidential candidate Barack Obama.
As a backdrop, almost a decade …
Shell-shocked clients and greater uncertainty after a period of solid investment returns is really testing the mettle of many adviser businesses.
It’s no surprise then that when it comes to investment platforms, financial advisers cite client value and simplicity of use as the two strongest reasons as to …
Prime Minister Kevin Rudd has been very active since steering the Labor party to victory in last year’s Federal election having won over voters with his offer of a refreshing new direction for the country.
In the nine or so months since, Rudd has been projecting a proactive …
Financial advisers in the UK are only now facing the full impact of the global credit crunch – almost one year on - so will they survive or thrive as the wider British economy retracts?
For planners, as with many others in the UK, a major concern is that …
The influence of wrap platforms in the UK is building slowly but surely among independent financial advisers (IFAs) yet still has some way to go before reaching the levels of interdependence of businesses in Australia, the USA and Canada.
New research reveals a significant positive shift in adviser …
