Managed solutions

        Why better for clients is better for business

        Professional Adviser | 17 Dec 2014 | 12:13

        Clients don’t actually care that much about pensions or ISAs or any other product on the market, writes Lawrence Cook


        Clients ‘unaware and unclear’ about ongoing services charges

        About two out of three financial advice clients receive ongoing services but only half understand what they are actually paying for, research from NMG has found.

        Professional Adviser | 16 Dec 2014 | 10:37

        Morningstar's Kemp: Risk targeting is lunacy

        Morningstar head of portfolio management Dan Kemp has branded risk targeting strategies "lunacy", saying they force managers to sell assets at a time when investors will lose the most money.

        Professional Adviser | 12 Dec 2014 | 07:54

    Other Managed solutions articles


      Model portfolios deter advisers from investment trusts – Ascentric

      Ascentric’s managing director, Hugo Thorman, has argued advisers’ use of model portfolios is hindering the popularity of investment trusts.

      Professional Adviser | 10 Dec 2014 | 10:57

      Asset Allocators' Soapbox: The cost of 'closet tracking'

      A key problem with closet tracker funds is that they unfairly tip the active v passive debate in the latter's favour, writes Simon Evan-Cook...

      Professional Adviser | 08 Dec 2014 | 10:47

      Sector report: Absolute Return – The case-by-case sector

      Clive Hale examines how to make sense of the diverse Targeted Absolute Return sector and offers a handful of fund picks...

      Professional Adviser | 03 Dec 2014 | 10:21

      Architas launches real assets fund of funds

      Architas has launched a fund of funds designed to offer investors exposure to alternative asset classes such as infrastructure and forestry.

      Professional Adviser | 03 Dec 2014 | 08:07

      Fund Focus: Steven Richards on security selection versus asset allocation

      Steven Richards, manager of Thesis Optima Growth, talks to Professional Adviser about the key drivers behind the fund's performance and his outlook for 2015...

      Professional Adviser | 02 Dec 2014 | 12:16
      Positive thumbs-up businessman

      Advisers back RDR but argue advice gap is growing - research

      More than half of advisers believe the Retail Distribution Review (RDR) has benefited the profession with transparency ranked the most positive effect, according to Schroders research.

      Professional Adviser | 02 Dec 2014 | 10:06

      The case for flexibility in a rising rate environment

      Flexible bond funds' ability to adjust their sensitivity to rate rises may prove attractive to fixed income investors, writes Richard Woolnough

      Professional Adviser | 01 Dec 2014 | 12:40

      UK equities: Opportunities for stock pickers

      With the UK equity market underperforming the rest of Europe, Raj Tanna looks at the sectors offering value to savvy investors

      Professional Adviser | 28 Nov 2014 | 13:23

      Catch up: Five retirement stories you might have missed

      Had a manic week? Here’s a rundown of five retirement stories you might have missed…

      Retirement Planner | 28 Nov 2014 | 10:43

      Schroders launches global multi-asset income fund

      Schroders is launching a global multi-asset income fund for UK investors, mirroring its existing £4bn offshore strategy.

      Professional Adviser | 26 Nov 2014 | 10:43

      Outsourcing solutions: Choices and challenges for advisers

      There is no one-size-fits-all when it comes to outsourcing but advisers do have options, writes Lawrence Cook...

      Professional Adviser | 25 Nov 2014 | 16:22

      Fund Focus: Axa's Richard Marwood on why ethically screened funds perform 'differently'

      Richard Marwood, manager of Axa Ethical Distribution, talks to PA about the impact of ethical screening and his outlook on equities…

      Professional Adviser | 20 Nov 2014 | 11:27

      Where did the smart money go in October?

      The repercussions of last month's equity sell-off are still being felt, reports Cherry Reynard

      Professional Adviser | 19 Nov 2014 | 15:33

      Psigma IM adds cautious income strategy to model portfolio range

      Psigma Investment Management has launched a cautious income strategy for its Managed Portfolio Service to target pension savers.

      Professional Adviser | 19 Nov 2014 | 15:24

      Asset Allocators' Soapbox: When small is beautiful

      Small cap cyclicality is generally accepted, but what are the reasons for it? Nick Peters seeks an answer…

      Professional Adviser | 18 Nov 2014 | 13:09

      Friends Life mulls multi-asset offering for platform launch

      Friends Life may offer multi-asset funds when it launches its retail platform in April next year, its chief executive has confirmed.

      Professional Adviser | 12 Nov 2014 | 07:51

      Old Mutual GI introduces fixed OCF and volume discounts

      Old Mutual Global Investors is to introduce a fixed ongoing charges figure (OCF) across its fund range next year, and will also implement a volume discount for its largest funds.

      Professional Adviser | 07 Nov 2014 | 16:38


Sponsored video


    Are annuity death tax changes a 'job half done'?