A desire to be in control of their own finances is the most-cited reason among investors who declare they are unwilling to pay for professional financial advice, according to a poll.
Sector report: Will Europe be 2014’s standout market?
A year hyped as the start of a great rotation from bonds into equities actually saw more of a trickle out of fixed income, but it was not plain sailing for bond funds.
Morningstar has launched qualitative research and ratings for passive funds, assigning a Morningstar Analyst Rating for 25 of the most popular index funds in the UK.
Skandia has integrated with the Morningstar Adviser Workstation in order to help advisers with client portfolios analysis.
Morningstar OBSR has downgraded the Fidelity Special Situations fund rating from silver to neutral following the announcement that Sanjeev Shah will be stepping down as manager.