Looking at the MiFID II-inspired 10% drop calculations platforms will now provide on behalf of discretionary managers, Ray Tubman is reminded of his mother's constant warning: 'Beware of strangers bearing gifts'
So the ‘10% drop' calculation required by the MiFID II legislation sounds easy enough, eh? Just get the balance at the start of period, the balance at the current point, account for your cashflows in and...
More than half of people over the age of 55 see financial security as a top priority in retirement, yet a third allocate more time to buying a new car, research from Legal & General (L&G) has found.
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Alongside Barrett, Boston, Hopkins and Thorman on 17 October