FidelityMulti Asset portfolio manager's outlook
FidelityMulti Asset portfolio manager's outlook
What made financial headlines over the weekend?
Firms providing investment products will be required to send clients an update on their investment portfolios at least once a year while portfolio managers will have to issue updates every six months, according to details of the EU directive governing...
Portfolio management and advisory firm iimia has acquired Kettering-based financial planning practices Solace Associates Limited, further its move into the financial planning market.
Portfolio Balancer is the name of Winterthur Life's new planning and asset allocation tool for intermediaries, which uses stochastic modelling to analyse outcomes of investment decisions.