professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • More

    Choose from below

    • Features
    • Opinion
    • Editor's View
    • People Moves
    • Market Movers
    • Feel Good Friday
    • Professional Adviser TV
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Consumer Duty
  • Events
  • About

    Authors

    • Jen Frost
    • Jenna Brown
    • Sahar Nazir
    • Isabel Baxter

    Featured Content

    • Cost of Living
    • Partner Insight
    • InvestmentIQ
    • Equities Hub - in association with Capital Group
    • Multi-asset content hub

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in

Managed solutions

Charging

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.

clock 16 December 2014 •

Managed solutions

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.

clock 12 December 2014 •

Managed solutions

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.

clock 10 December 2014 •

Asset Allocation

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

Do 'closet' trackers unfairly tip the active v passive debate in the latter's favour?

clock 08 December 2014 •

Economics / Markets

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

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

clock 03 December 2014 • 5 min read

Managed solutions

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.

clock 03 December 2014 •

Managed solutions

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...

clock 02 December 2014 • 4 min read

RDR

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.

clock 02 December 2014 •

Economics / Markets

The case for flexibility in a rising rate environment

The case for flexibility in a rising rate environment

clock 01 December 2014 •

Economics / Markets

UK equities: Opportunities for stock pickers

UK equities: Opportunities for stock pickers

clock 28 November 2014 • 3 min read
394041
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR. Registered in England and Wales with company registration number 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad
Loading.gif?category=managed solutions&page type=listing page