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Retirement Advice: 41% of advisers use a fixed withdrawal rate
The recent Dear CEO letter to financial advisers has put into acute focus the need to evidence a rigorous approach to portfolio construction and the assessment of safe withdrawal rates for retirees. How successful income drawdown will be for a client depends as much,...
Bigger is better, might makes right, size matters, scale is king
Bigger is better, might makes right, size matters, scale is king. The flurry of M&A activity across the retail-investing supply chain in 2019 could easily lead one to the conclusion that heft is the way forward in retail investing.
The DFM dilemma: Is agent as client putting the risk on advisers?
Heather Hopkins’ article on the ‘The DFM dilemma: Is agent as client putting the risk on advisers?’ has been published in Money Marketing.
UK Fund Distribution Strategy – Central Influence, Local Choice
There is a deeply mistaken view that pervades board and executive teams in asset management and many platform businesses. It is that decisions on fund and platform choice are centrally controlled. They are not. Instead, the reality in most cases can be summed up as:...
MPS Proposition Comparison Report
NextWealth have published its MPS Proposition Comparison report, providing assets, pricing and a profile of 18 of the leading propositions whilst reporting on key issues affecting discretionary managed MPS.
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