IFA Symphony is targeting 'dormant' clients lost through the Retail Distribution Review (RDR) by using a white-label version non-advised robo service, FinchTech, created by TAM Asset Management.
The "plug-and-play" white-labelled service is free but FinchTech advises IFAs charge a platform fee of 0.25% to 0.50%. The service will also be managed by discretionary portfolio management specialist,...
Square Mile’s series of informal interviews
'An entirely different beast': How have emerging markets, Asia and Japanese equities evolved over the past decade?
Talking Strategies: In the video below, Jupiter's fund managers discuss how changing tides over the past two decades have resulted in emerging markets, including EMD, and Asia and Japanese equities to become a core part of many wealth manager portfolios....
Spent 20 years with Aviva
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