From the 10% rule to investors fleeing absolute return funds - here's our weekly heads-up on the financial stories that may have caught your clients' attention over the weekend…
Stock market crash alerts ‘will panic investors into selling' Rules introduced in 2018 requiring fund managers to inform their clients of portfolio dips of 10% are being tested for the first time due to coronavirus, The Sunday Times reports. The newspaper spoke to wealth managers who have issued these notifications to their clients, which experts warn could only increase concern among investors. Tilney managing director Jason Hollands said most of the firm's portfolios were multi-asset and included bond exposure to help mitigate falls. "We've been emailing weekly updates to clie...
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