Retail sales to passive funds

We’re often asked for data on retail sales to passive funds. The latest IA data show that in 2017, net retail sales to passive tracker funds were £9.2bn, which is 19.5% of total net retail sales.  NB: IA data does not include ETFs Source: IA About the Author...
We’re Hiring: Research Associate

We’re Hiring: Research Associate

We’re hiring an associate/senior associate to join our growing business. This is a terrific opportunity for someone who is curious about retail investing, wants to better understand the industry and who wants to help financial institutions thrive amid...
Periodic Table of Financial Planning

Periodic Table of Financial Planning

The periodic table of the elements is 150 years old this month. It took the chaotic world of matter and established a formal order. We could predict a substance’s properties depending on where it was placed. When the Russian chemist Dimitri Mendeleev created it...