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.
Purely Pensions, a specialist in pension advice, complex retirement planning and defined benefit transfer advice, has uncovered that many young people starting work in the wake of the crisis who may have chosen not to begin saving towards their pension, could miss out on tens of thousands in savings by the time they reach retirement age.
Environment, social and governance (ESG) factors are playing an increasingly important role in the decisions of UK investors, new research by Butterfield Mortgages Limited (BML) has found.
The vast majority of financial advisers (81 per cent) expect their level of net AUM to increase over the next 12 months according to a survey carried out by Quilter Financial Planning.
Barclays Wealth Management & Investments is partnering with EOS at Federated Hermes, a specialist stewardship services provider.
Fred Zheng (pictured) at Triplicity writes on the growth of ETFs in China – With continuous improvement of the ETF market, the ETF market in China entered a new stage of rapid development in 2020.
