The lang cat and four IFAs 'bust' eight adviser investment companies myths

'Lingering misconceptions'

Tom Ellis
clock • 2 min read

A research paper from the lang cat has tried to bust eight myths that may have historically prevented financial advisers from using investment companies.

The report, which was commissioned by the Association of Investment Companies (AIC), included case studies of four IFA firms in a bid to show how advisers can incorporate investment companies into their processes. The eight barriers to investment companies the report tried to myth-bust were as followed: there is an inherent market bias against them; trading costs on platforms can be prohibitive; advisers have lingering misconceptions, and; they do not fit in with model portfolios. The report also addressed the illiquidity of investment companies; the myth they are hard to analyse; the...

To continue reading this article...

Join Professional Adviser

  • Unlimited access to real-time news, industry insights and market intelligence.
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters.
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection.
  • Members-only access to the editor’s weekly Friday commentary
  • 
 Be the first to hear about our events and awards programmes.

Join

 

Already a Professional Adviser member?

Login

More on Investment

Clever Marlborough MPS now available to all UK advisers

Clever Marlborough MPS now available to all UK advisers

Uses quant-tech to analyse increasingly rapid market velocity

Jenna Brown
clock 21 September 2023 • 1 min read
Scotland Investment Roadshow: 2023: One week to go!

Scotland Investment Roadshow: 2023: One week to go!

Professional Adviser is back by popular demand this September

Professional Adviser
clock 21 September 2023 • 1 min read
Multi-Asset Roadshow 2023: Last chance for Cardiff, Bristol, London

Multi-Asset Roadshow 2023: Last chance for Cardiff, Bristol, London

Specialist events in Harrogate, Knutsford, Cardiff, Bristol and London

Professional Adviser
clock 18 September 2023 • 1 min read