The Financial Conduct Authority has been urged to radically reform how the asset management industry operates by an influential panel set up to advise the watchdog on its policies.
Read more here
Call us on 0208 8201 5132 to learn more about our range of free and paid for tools for improving your investment fitness
Investors in the US and Europe are considering taking legal action against fund groups that have sold expensive active funds that do little more than track market performance.
Read more at FT.com
Making forecasts is very difficult especially when it’s about the future!
Many investors know better than to rely on bold market forecasts. But they can’t turn away.
Read more at online.barrons.com
Pressure rises over fund managers which charge high fees but secretly shadow benchmarks
‘Closet index trackers’ must be outed, regulators urged.
Read more at efinancialnews.com
How to identify if you’re paying for active management but getting passive performance.
Read more at the MORNINGSTAR
The traditional approach to evaluating risk tolerance – which has been enshrined into our standard regulatory process for determining the “suitability” of a recommendation – involves gauging a client’s attitudes about risk, their financial…
Read more at Kitces.com
Successful investing is about being different, about being better than your competition
Read more at The FT
Calpers gives up on the hedge fund dream.
Barclays fined £37.7m over failure to safeguard clients’ money.
Penalty is largest of more than a dozen issued over compliance.
Investors are pouring money into Vanguard Group, the epitome of the hands-off approach to investing, flocking to funds that track market indexes and aren’t run by stock pickers or star managers.
Read more at The Wall Street Journal