portfolios

The Financial Services Authority (FSA) has warned that firms must make sure any rebalancing of clients' portfolios is "entirely mechanical" unless they have discretionary permissions.

Adviser and wealth manager Ashcourt Rowan is developing its own in-house platform, due to be rolled out later this year.

That's the thing about risk, explains Andy Brown, investment director at Prudential's Portfolio Management Group, we spend our lives trying to avoid it little knowing that, without it, we can expect to gain almost nothing.

Rayner Spencer Mills' Ken Rayner reveals which Sterling Strategic Bond funds should form part of your clients' portfolios.

Three sales manager at Sinfonia Asset Management, the investment business of Tenet group, have been put on notice of redundancy after the company decided to stop marketing its proposition externally.

Advisers are being warned to react quickly to hikes in the fund charges levied against increasingly cost-conscious clients, who will demand they justify the impact on returns.

Morningstar's Christine Benz & Holly Cook outline a disciplined process to help you tune out the scary news flow.

Gary Potter and Rob Burdett, co-heads of Thames River Multi-Capital, on how their investment process is a mix of "art, science and the intensive application of common sense".

Maria Merricks asks industry experts for their views on the infrastructure investment story and the best ways to play it.

A quartet of industry experts tell Joanna Faith why they recommend exchange traded funds to their clients and which ones they like.