The True & Fair Campaign, led by co-founders Gina and Alan Miller, has published its latest report, Asleep at the wheel, an expose of systemic regulatory failure and consumer detriment in the UK financial services sector.
We are conducting a survey of the Wealth Adviser readership to assess the Best Wealth Managers and Service Providers including Trust Companies, Law & Accounting Firms during 2019 in a range of categories covering the entire wealth management space.
The digital world, and ironically how it allows greater personalisation, preoccupies Mark Trousdale, Chief Growth Officer at the international wealth-tech platform InvestCloud.
Investec Asset Management has launched its inaugural Planetary Pulse survey, just in times for the COP25 meeting of global leaders in Madrid. The survey has found that the majority of British adults want to see their green intentions translated into environmentally focused investment action.
Digital is not the future of financial advice, but it gives customers the choice to engage the way they want to. So says Nick Hall, account development director, Wealth Wizards, a financial advice technology provider that also offers guidance and regulated financial advice through its Turo product.
A new spinoff from institutional asset management firm Fusion Asset Management, Wealthinity, is aimed at small to medium-size private banks and wealth management firms offering access to a range of pre-built, high-performing investment portfolios through a web-based portfolio construction tool.
Gold ETFs have continued to soar with European-listed ETFs funds leading October gold ETF flows, adding 31.3 tonnes (USD1.2 billion, 1.9 per cent of AUM), or 70 per cent of net inflows, according to Juan Carlos Artigas (pictured), Director of Investment Research at the World Gold Council (WGC).
Most UCITS fund prospectuses remain sub-optimal as tools, with even seasoned professionals often finding them difficult to understand, says a recent report by More Carrot, a company specialising in document optimisation and outsourcing for asset managers.