25 Jul 2019 Jacob Rees-Mogg exit from Somerset
Jacob Rees-Mogg’s contribution to the investment industry, as he steps back from Somerset Capital Management to take up a role in cabinet, has been described as...
// Articles & Mentions
Date
25 Jul 2019 AJ Bell assets pass £50bn
AJ Bell has seen its assets under administration (AUA) break through the £50bn mark in the three months to 30 June....
18 Jul 2019 Will Schroders be a ‘breeding ground’ for independent advice?
A platform consultancy has argued the recruitment drive at Schroders Personal Wealth could be a “breeding ground” to train up the next generation of advisers...
17 Jul 2019 FCA questions buylist role in Woodford suspension
The Woodford Equity Income fund’s position on the Hargreaves Lansdown best buylist could have contributed to the fund’s suspension...
15 Jul 2019 The broken buy list market behind fund due diligence
Buy lists advisers use for fund due diligence are part of an unaccountable system that needs overhauling. The suspension of the Equity Income fund has...
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...
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...
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...
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...
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