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West Sussex beats Dorset as UK’s top spot for retirement quality of life

Fri, 18/08/2017 - 09:23

West Sussex is the county where pensioners have the highest quality of life, according to analysis of the latest publicly available data for England and Wales. »

Financial advisers have positive market outlook

Thu, 17/08/2017 - 08:19

Adviser concerns about managing volatility, generating income, growing wealth and reducing taxes fell over the past quarter, according to the latest Eaton Vance adviser Top-of-Mind Index (ATOMIX) survey, a quarterly survey of more than 1,000 financial advisers. »

Annuities and income drawdown top platform wish list

Tue, 15/08/2017 - 08:40

Annuities and income drawdown are the products advisers most want on platforms, according to research. »

Interest in sustainable investing stronger than ever, says Morgan Stanley survey

Thu, 10/08/2017 - 10:09

Three-quarters of active individual investors and 86 per cent of Millennial active individual investors describe themselves as interested in sustainable investing, according to a new survey published today by the Morgan Stanley Institute for Sustainable Investing. »

EY RegTech survey finds opportunities for asset managers

Wed, 09/08/2017 - 16:08

Asset Managers are increasingly embracing emerging regulatory technologies, known as RegTech, to meet enhanced compliance obligations, according to a new survey published by EY, the professional services firm. »

Advisers increasingly focused on markets and downside protection, says new Fidelity research

Wed, 09/08/2017 - 09:00

While topics such as the government/economy and portfolio management remained the top two areas of focus in Q2 2017, the latest Fidelity Advisor Investment Pulse survey reveals that financial advisers have become increasingly concerned about market volatility (No2) and equity market level (No3). »

Manufacturing surveys: What do they tell us about the health of the global economy?

Mon, 07/08/2017 - 09:14

Graham Bishop, Investment Director at Heartwood Investment Management, on what Markit’s PMI surveys tell us about global growth trends… »

Julian Korek, Duff & Phelps

Financial Regulators targeting individuals not companies

Mon, 31/07/2017 - 10:17

Financial regulators across the globe are cracking down heavily on cases of individual misconduct, according to the 5th annual Global Enforcement Review published by the Compliance and Regulatory Consulting Practice of Duff & Phelps. »

Survey

Research unbundling costs for MiFID II - Have your say with our reader survey…

Mon, 31/07/2017 - 07:45

Regardless of which side of the financial street you are on – buyside or sellside – trying to gain clarity on the costs of research unbundling under MiFID II is one of the biggest priorities and a key component of the planning roadmap.  »

Retail investor sentiment increasingly positive in H1 2017, says latest Schwab Wealth Management Monitor

Fri, 28/07/2017 - 08:59

Charles Schwab has released its retail client behaviour and sentiment report covering the first half of 2017 which reveals that Schwab retail clients overall were net buyers during the first half of 2017. »

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