The first wave of Assessment of Value (AoV) reports has represented a significant effort for fund groups and has already been hailed as a success for investors, following share class transfers, the closure or merger of poor value funds, and fresh scrutiny of consistently underperforming vehicles.
However, heading into the second year of AoVs, regulatory experts expect further action on poor value funds, with the inclusion of different value metrics such as sustainability, active management and...
Tritax Big Box REIT has priced £250m of unsecured green bonds
Pressure mounts on FCA to tackle Google ad scams as sector says it's shown 'little appetite' to help
Monthly meetings not enough
Updated: DB schemes that provide GMPs must revisit and top-up historic CETVs 'where necessary' - landmark ruling
GMP equalisation litigation judgment
Cherry Reynard talks to New Talent Awards 2020 Financial Adviser of the Year Alex Johnston, who tells the story of his so-far short but unique career...
Confirmed intentions in May
What made financial headlines over the weekend?