Calastone Fund Flow Index
A checklist for the savvy adviser
Optimistic UK investors expect to achieve 8% returns over the next 12 months despite most eyeing low risk-low reward assets for their portfolios, according to research.
Long-time proponent of risk targeted investments Rathbones' chief executive Mike Webb has said the method makes fund managers work harder for investors, and can help advisers stay on the right side of the Financial Conduct Authority (FCA).
Technical specialist at the Financial Conduct Authority (FCA) Rory Percival said he is "annoyed" by firms who are "looking to keep the regulator happy", as he admits the watchdog has a better job to do to dispel myths around its expectations.
So, what does a suitable portfolio recommendation look like?
The five steps to 'common sense' suitable advice
The Investment Management Association (IMA) is understood to be looking at a range of sectors for the increasing number of risk-targeted funds which are choosing to remain unclassified.
The questions that can skew a risk tolerance reading
Advisers and compliance teams must move away from 'box ticking' in evaluating their business conduct, Financial Conduct Authority (FCA) director of supervision Clive Adamson has said.