RDR
multi manager funds do not show well defaqto
Advisers looking to outsource their investment decision making to a multi-manager fund in the lead up to Retail Distribution Review implementation should choose carefully, as very few of these funds have managed to perform consistently since 2008, according to independent research company Defaqto.
investec to launch managed solutions funds
Investec Asset Management is to launch two multi-asset managed solutions funds as part of a realignment of its product range ahead of the Retail Distribution Review.
United Kingdom | 15 Mar 12
rdr driving shift to dfms defaqto
With the implementation of the Retail Distribution Review set to take place at the start of next year, two-fifths of platform users in the UK are outsourcing some or all of their investment process, according to a survey of 345 people by independent research company Defaqto.
Technology | 8 Feb 12
50 drop in use of ifas by those earning 100k
Affluent Britons are increasingly choosing to manage their own finances rather than using the services of financial advisers to do so, a new survey, conducted by YouGov on behalf of AT Kearney, has found.
AIFA widens remit, signals name change
AIFA today unveiled its vision for its future, which showed “restricted advisers” will be welcome.