Frank Potaczek, Head of UK Proposition at Architas, gives his thoughts on the Professional Adviser survey into sustainable investing and discusses how advisers can respond to the increased interest in this area.
As a growing number of advisers, pension funds and insurers start to award new business exclusively to asset managers with a responsible focus, we review how to make responsible investing work the way investors want it to
For many advisers, the PROD regulations (‘Product Intervention and Governance Sourcebook’) introduced by the FCA with MiFID II have sneaked in under the radar. The regulations were introduced in January 2018 and to date many advisers are still unsure of their ability to evidence compliance with these new rules.
Marte Borhaug explores the ethical dilemmas and unintended consequences that can result from trying to do the right thing.
Advisers are facing a number of new regulations to contend with. From the new PROD rules to MiFID II, there is a sea change in the regulatory landscape that advisers are operating in.
Let's face it; MiFID II is never going to make the shortlist for 'The Booker Prize' is it? It's a horribly complex read that at times can be just as frustrating as it is exasperating. Yet the further you delve into it, the more it feels like you're lifting...
Creating better incentives for technology, pharma and infrastructure
Smoother streams of more sustainable incomes are the way forward.
Advisers need to target more risk-transparent incomes
While the direct impact of Japan's new Reiwa imperial era on markets and the economy will be minimal, the psychological significance is important.
Amid an accelerated pace of disruption that has transformed industries, understanding the economic and market impacts is imperative.
Multi asset approaches are gaining ground but there are a lot to choose from. Fidelity's Multi Asset investment team set out two pointers to making the right selection
Advisers have taken to multi asset investments and the 2019 Fidelity/Professional Adviser survey explains why, says Aamina Zarfar.
Multi-asset funds saw £7.9 billion in net retail sales in 2018, sparked by a heightened awareness of risk, following a resurgence in volatility. Scottish Widows examines the appeal of this approach.
Global take-up of smart beta as an investment strategy is at a high. Scottish Widows explains these strategies and their potential to generate returns and reduce risk relative to traditional indices.
Changing demographics, regulatory requirements and other external forces may shape how multi-asset investing evolves. Scottish Widows explores what the future might hold for this investment approach.
Life is rarely black or white and so with white labelling of model portfolios on platforms a few shades of grey have crept in!