In order to fully meet client expectations – and those of the regulator – it is crucial that client risk assessment and ongoing portfolio management is robust, clearly audited and easily understoo
Following the release of the FSA’s June Retail Distribution Review (RDR) consultation paper, Philip Hayton will be talking to Chris Cummings, AIFA Director General, about how financial advisers can ...read more
With stock market performance remaining uncertain, funds with the potential to offer equity market exposure while reducing downside risk could provide an ideal solution. Ryan Hughes explains.
Gavyn Davies, Chairman of Fulcrum Asset Management, explains how the Fulcrum Alternative Beta Plus Fund is designed to capture many alternative streams of investment returns.
Platform providers have a responsibility under the Conduct of Business Sourcebook
(COBS) to ensure the investment choices available to clients are fit for purpose.