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

Sustainable Investment Festival 2023: Speaker line-up revealed!

Sustainable Investment Festival 2023: Speaker line-up revealed!

Specialist PA event to help advisers with sustainable investing

Professional Adviser
clock 24 March 2023 • 1 min read
Allfunds launches dedicated alternatives division

Allfunds launches dedicated alternatives division

Strong demand from wealth management clients

Charlotte Moore
clock 21 March 2023 • 1 min read
A fax machine

Fax machines remain 'backbone' of UK asset management operations

Antiquated technology remains steadfast in investment offices

Elliot Gulliver-Needham
clock 21 March 2023 • 1 min read