09 Jul 2019 Morningstar ups importance of fees in ratings tweaks
Morningstar is altering its fund analysis methodology to place more weight on fee levels when determining how highly a fund is rated. Read the article here...
July 2019
20 Jun 2019 Riding the DFM wave: when will the market reach the top?
Data trawl reveals that discretionary fund managers are hoovering up more assets, while profits remain healthy. The boom time in the discretionary fund management market is far from over....
18 Jun 2019 Invesco MPS labelled a justification for advisers higher fees
A model portfolio service (MPS) launched by Invesco and powered by Intelliflo has been described as a potential “loss leader” for the fund house and a money maker for advisers...
12 Jun 2019 MPs urged to spread net wider than Hargreaves
The investment industry has urged the Treasury select committee to cast its net wider than just Hargreaves Lansdown in its probe into links between the D2C platform and Woodford Investment Management. ...
12 Jun 2019 Hargreaves funds face ‘pain’ amid Woodford fallout
The suspension of the Woodford Equity Income fund is bound to have spillover effects on Hargreaves Lansdown’s multi-manager funds, experts say. Read the article here...
06 Jun 2019 FCA urged to probe buylists after Woodford debacle
The Financial Conduct Authority has been urged to probe the way platforms run their fund buylists amid concerns of potential vested interest.Among the staunch supporters of Woodford were...
04 Jun 2019 David Thorpe: Quilter replatforming ‘on track’
Quilter expects to start migrating clients to its revamped platform this autumn. The cost of the work is at the "upper end" of expectations, the company confirmed. The soft launch phase, which involves testing...
03 Jun 2019 Altus and Fundscape form new product partnership
Technology firm Altus and fund researchers Fundscape have formed a ‘strategic partnership’ to develop new products and services for the financial services sector....
31 May 2019 Altus and Fundscape join forces (FinExtra)
Technology supplier, Altus, and research house, Fundscape, have formed a strategic partnership to develop new solutions and products for the financial services industry....
31 May 2019 Fundscape and Altus Announced Strategic Partnership
Technology supplier, Altus, and research house, Fundscape, have formed a strategic partnership to develop new solutions and products for the financial services industry....
31 May 2019 Fundscape and Altus form new joint venture
Research house Fundscape and consultancy Altus are set to launch a new joint venture to offer technology solutions to advisers, fund groups and platforms - new solutions are being worked on....
31 May 2019 News in brief – 31 May
Technology supplier, Altus, and research house, Fundscape, have formed a joint venture to “develop new solutions and products for the financial services industry”....
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