April 2019

02 Apr 2019 Shift away from ad valorem charges

Last week, the US retail investment giant Charles Schwab revealed it was launching a premium service, Schwab Intelligent Portfolios Premium, for clients with more than $25,000 with a $30 monthly...

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21 Mar 2019 Experts reveal where they will invest

A fund manager, a wealth adviser, a research guru and a billionaire investor walk into a bar – and reveal where they will invest their Isas. Luckily we were lurking in a corner to overhear their top picks...

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21 Mar 2019 Cofunds loses £8.5bn of assets in 2018

The assets on the Cofunds platform fell by £8.5bn in the 2018 calendar year, making it the platform with the biggest net losses in the period. Data compiled by Fundscape, showed almost all platforms lost assets...

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