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WEB5 days ago · January 2024. For the past few years, UK equities have remained in the doldrums, with the MSCI United Kingdom index achieving just over half of the total return of its All-Country World counterpart during the past five years, according to data from FE Fundinfo. The problem intensifies further down the …
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WEB5 days ago · ISS: Model portfolio sales quiet in first half of 2024. Nearly two in five advisors using model portfolios depend on them for over 75% of their business. 1st October 2024. Investment.
Weekly Outlook: US Banks’ results and Hays trading update
WEB3 days ago · US banks’ third-quarter updates. JPMorgan Chase and Wells Fargo will release their Q3 updates on Friday, 11 October, with the next week holding results for Bank of America, Citigroup, Goldman Sachs, and Morgan Stanley. The update comes in a strong period of recovery, post the Silicon Valley Bank crisis in …
Square Mile’s Fund Selector: IA specialist funds to watch
WEB4 days ago · 03 October 2024. |. Portfolio Adviser. Of the 4,000 funds that are members of the Investment Association (IA), allocated across more than 50 categories, the specialist sector is home to about 130 constituents. In 2021, the IA reviewed the global and specialist asset classes with a view to creating more granular and relevant classifications to ...
Morningstar: Active managed portfolios now make up less than …
WEBSep 9, 2024 · Managed portfolio launches slow in 2023. Managed portfolio services labelled by their providers as “active” have declined from 61% of Morningstar’s database in 2022 to 48% at the end of July 2024. Currently, under 15% of managed portfolios have no index funds included, as the popularity of passive and blended portfolios rise.
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WEBPortfolio insights: Video interview with Dale Nicholls. Fidelity International manager Dale Nicholls highlights earnings as a major focus for Chinese equity investors in 2024. 19 December 2023.
‘Generational divide’ between seasoned advisers and newcomers
WEBSep 4, 2024 · There is a ‘generational divide’ between seasoned advisers and those new to the industry, according to a research report from Wealthtime. Succession planning in an age of employees is the first of two reports being published by Wealthtime in partnership with Octo Members.. The adviser platform put together focus groups to get a read on the issues.
Investments - Portfolio Adviser
WEBAug 15, 2024 · Private markets: Wealth managers face high barriers to entry. With wealth managers claiming they have lost clients due to a lack of adequate access to private markets, we get the lowdown on this rapidly growing but complex sector. 19 …
FE fundinfo snaps-up AdviserAsset | PA Adviser
WEBSep 12, 2024 · Alex Sebastian. FE fundinfo, has acquired due diligence and product selection tool provider, AdviserAsset. AdviserAsset offers a range of tools for financial advisers, enabling product and platform switch analysis involving multiple client holdings. FE fundinfo’s clients will also benefit from AdviserAsset’s large platform database ...
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WEB4 days ago · Wealth managers increase allocation to digital assets. 60% of wealth managers surveyed estimate they will have more than 3% of assets invested in digital assets in the next three years. September 11, 2024.