Our regular round-up of the latest insights on investment distribution
The digital journey continues
We are still in the early days of digital personal investing. The last few years have seen some interesting developments around guidance, select lists and investment solutions (whether that means funds or robo portfolios). However, we’re lagging behind on getting...
Jeremy Fawcett 01 March 2019
Lloyds and Schroders stepping into the advice gap
This week we heard more about Schroders Personal Wealth, the joint venture with Lloyds which aims to become a ‘top three UK financial planning business within five years'. The RDR largely killed off financial advice in bank branches as well as wresting control of...
Jeremy Fawcett 22 February 2019
A Valentine’s Day KISS from AJ Bell
Yesterday, AJ Bell Youinvest announced a cut on its multi-asset funds to 0.35%. The steady growth of its passive fund range has allowed it to slash the OCF, passing on savings to investors. The recent FCA asset management market study highlighted that investors...
Cristina Puscas 15 February 2019
The remarkable rise of ESG: Europe leads the way
Environmental, social and governance (ESG) funds are moving from a ‘nice to have’ to an essential part of many asset managers’ suite of products. And it is all seems to be on the back of growing regulatory pressure as well as consumer demand. Ethical and...
Joshua Taylor 08 February 2019
Is now the time for value?
We’ve recently published a white paper with Jupiter, about advisers’ views of value and income investing. Recent wobbles aside, equity markets have mostly roared away during the last decade. Factors such as low interest rates have particularly favoured growth...
Richard Bradley 01 February 2019
Has Brexit got the investment community spooked?
Brexit has dominated both the news and cast a shadow over the UK’s long-term economic outlook. The parliamentary deadlock has depressed much of the financial sector. EY recently reported that post-Brexit some £800bn of assets are set to shift from the UK, while the...
Joshua Taylor 25 January 2019