News
Aim-listed Harwood acquires Southampton-based IFA
Harwood Wealth Management has continued its buying spree with the purchase of Southampton-based IFA AE Financial Services from its parent company for £4.6m.
Active equity has good year but suffers longer term
More than half of active UK equity funds outperformed last year, but three quarters underperformed over a 10-year period, according to S&P Dow Jones Indices (SPDJI).
Allfunds debuts tax advantaged ETF transfer platform in Spain
Allfunds Bank, the European headquartered open architecture platform, is to offer a trading facility to enable investors in Spain to transfer between ETFs and mutual funds without incurring any capital gains tax.
Dubai IFA launches Brooks Macdonald powered savings plan
Dubai-based financial adviser Abacus Financial Consultants has launched a long-term savings product to “go up against the life companies”.
Best Practice | news 19 Mar 18
Fund selectors struggling with insistent clients
Many fund selectors believe clients often end up damaging their own portfolios when insisting on bad investment ideas, according to a survey conducted at our sister publication Expert Investor’s Pan-European Congress in Rome.