The Future of Financial Advice

The financial advice landscape in the US is being reshaped by a number of forces, but what factors will have the most impact on the industry over the next few years?

Active Relationship Management

Managing relationships is vital to the success of any organisation. This is especially so for institutional investors tasked with managing multiple relationships with asset managers.

Fund Selection 2020

As a new decade ushers in a new set of challenges, professional buyers who research and select funds will become an even more integral part of the asset management value chain.

Fund Management 2.0

Fund Management 2.0 is the next critical stage in the evolution of an industry ripe for modernisation.

Unearthing ESG

ESG investing may have moved into the mainstream but it is not yet mature.

Advisers See Investor Reaction to Market Volatility as a Challenge

Besides providing investment advice, 88% of advisers think they need to guide clients through emotional decisions.

Yielding Toward A Curveball?

They say a year is a long time in politics. And it sometimes seems a day is a long time in financial markets. That being so, the last time the …

Professional Fund Buyers Anticipated the Return of Volatility, but Disagree on Portfolio Implications, Finds Natixis Investment Managers Survey

While some investors may have been surprised by turbulent markets at the start of 2018, professional fund buyers have been expecting a spike in volatility. Natixis Investment Managers recently surveyed 200 professional fund buyers who are responsible for selecting the funds included on private bank, insurance, fund of funds, and other retail platforms, and most (eight in ten or 78%) said they had been surprised that volatility had remained so low for so long.

Who topped Lifetime Isa sales in 2017?

More than 90,000 people have taken out a cash Lifetime Isa at Skipton Building Society since the product’s launch one year ago, making Skipton the most popular provider to offer the wrapper.

No Country For Old Men: India Ranks Last Out Of 43 Countries In Global Retirement Index

India ranks 43rd in this year’s GRI out of 43 countries and has the same score compared to last year. Its sub-indices all rank in bottom five