Wealth Adviser's sister title ETF Express features the first in a new series of videos with Asset TV on ETFs, opening with the thematic panel, featuring Allan Lane from Algo-Chain, creator of ETF model portfolios; Hector McNeil of ETF white labelling firm HANetf; Thomas Bailey, ETF editor from Interactive Investor and David Barfoot from thematic ETF issuer Rize ETFs.
The European Fund and Asset Management Association (EFAMA) has today released its latest Market Insights report, Perspective on the costs of UCITS. The full report breaks down the costs of UCITS, focusing on the fees charged for the different services provided along the investment fund value chain and distinguishing between the product cost for which fund managers are directly responsible, and the total cost of ownership borne by consumers, which includes the product cost as well as the costs of distribution and advice.
Tilney Smith & Williamson, the wealth management and professional services group, is this month marking its first anniversary having completed the merger of Tilney and Smith & Williamson 12 months ago on 1 September 2020.
A new report from Dianomi and The Dubs reveals the subjects investors are most interested in, via content consumption, search data and internal insights.
A new survey from independent investment consultancy, bfinance, has identified significant changes in wealth managers’ investment capabilities and practices. Firms are innovating too as they fight to maintain market share and profitability in an era of fee compression and new tech-based competition, the firm says.
For a fleeting moment normality seems to have returned to our everyday lives, even if it will be some time until we can really consider the Covid-19 pandemic to be over. Nicky Maan, CEO of Spectrum Markets explores the medium and long-term trends against the background of the potentially fragile recovery.
Lucy Aylmer talks to Matthew O'Connell, head of investment at the Bordeaux Index, about LiveTrade, the firm’s award-winning online trading platform designed to enable the buying and selling of fine wines.
By Roksana Ciurysek-Gedir (pictured), Chairwoman of the Impact Advisory Board, White Oak Global Advisors – The strong desire to help others and protect our planet is present in many of us and has been a defining feature of humanity for centuries. While the possibilities for giving back have never been broader, leading busy professional lives leaves most people with little free time to consider the options.
JPMorgan Chase is to acquire Nutmeg, a UK-based independent digital wealth manager which serves over 140,000 investors and manages in excess of GBP3.5 billion in assets.
Ross Klein (pictured), Founder and Chief Investment Officer at Changebridge Capital, writes on the potential effects of a proposed tax law change in the US on ETFs.
An overwhelming majority of IFAs would never consider recommending cryptocurrencies (93 per cent) or meme stocks (95 per cent) to their clients, according to insight from Opinium.
Nearly half (45 per cent) of UK investment platforms have introduced either two factor authentication (2FA) or multi-factor authentication (MFA) finds research by NextWealth.
