AJ Bell Investcentre has launched a service designed to help financial advisers complete investment research and due diligence on funds and ETFs.
The service - 'Fundamentals' - gives advisers free access to AJ Bell's investment research expertise and detailed analysis of the funds and ETFs, both active and passive, that the team believes have the potential to achieve their stated investment objective. The service currently covers 77 funds and ETFs (comprised of 57 active and 20 passive) that have been selected by AJ Bell's investment team using the same research process that is used for the AJ Bell Funds and Managed Portfolio Service that are already used by many advisers, it said. The provider added the selections "benefit fro...
To continue reading this article...
Join Professional Adviser for free
- 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