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.
Moneyfacts UK Savings Trends Treasury Report data, to be published this week, reveals that average rates across the savings spectrum (both variable and fixed) have not reduced month-on-month for the first time since October 2020. The stabilisation in the market is great news for savers and choice has continued to rise this month, and is now close to levels seen at the start of this year.
Advisor Group, a US network of independent wealth management firms, has recruited five independent wealth management firms that collectively oversee USD331 million in total client assets to its platform.
Vitality has launched a new EnVIRO fund range, a ready-made investment solution that integrates environmental, social and governance considerations (ESG), making it easier for advisers to offer their clients a way to invest in a more sustainable future.
Adapting to manage the needs of younger clients is a concern for over a quarter (26 per cent) of financial advisers, according to a new survey by investment manager, PortfolioMetrix.
New research has revealed that 84 per cent of investors believe that cryptocurrency is still a riskier form of investing than other methods, with nine in 10 traders favouring stocks to cryptocurrency. The platform has also revealed the key stocks that react to the movements of cryptocurrency including Coinbase and MicroStrategy.
