by Jeremy Fawcett | 30 August 2019 | UK Fund Distribution
The role of asset management looks to be changing as fund managers lose influence and experience falling profit margins. Asset management used to be the main bit of the value chain. If investment performance was good, it didn’t matter how far removed fund managers...
by Richard Bradley | 23 August 2019 | Europe, UK D2C, UK Fund Distribution
Rebates have been confirmed as taxable this month, in the long-running clash between Hargreaves Lansdown and HMRC. This effectively confirms ‘superclean’ share classes are the most tax-efficient mechanism for delivering preferential rates on funds, rather than the...
by Andrew Ashwood | 09 August 2019 | UK Fund Distribution, UK Wealth Management
DFMs are a large and expanding channel for retail investment distribution, with impressive growth from the financial adviser sector via their model portfolios on platforms. Now more than ever, asset managers need to understand how DFMs construct their portfolios,...
by Ross Langbridge | 26 July 2019 | UK Adviser Platforms, UK D2C, UK Financial Advisers, UK Fund Distribution, UK Wealth Management
Age is not just a number, it is one of the most defining variables in British investors’ decision making. Understanding what drives consumers to make choices about investment services and products is critical for firms when developing distribution and marketing...
by Richard Bradley | 19 July 2019 | UK Financial Advisers, UK Fund Distribution
Pre-RDR, much of the ‘power’ in the market was held by asset managers: they charged the fees and remunerated advisers/platforms via rebates/commission. The RDR flipped this on its head. Now it is the advisers who are firmly in control, setting fees and choosing – or...
by Richard Bradley | 01 February 2019 | Bespoke, UK Fund Distribution
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 funds,...
