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Advisers should be aware that their clients may be unreasonably seduced by the idea that a bespoke discretionary fund managed (DFM) portfolio is 'created especially for them', according to one asset manager.
Jupiter has promoted Mike Buhl-Nielsen to lead manager on its Europa fund as Stephen Pearson steps back to focus on his deputy chief investment officer responsibilities.
Investment services provider Morningstar has launched a managed portfolio service for advisers.
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There are many things firms can do to ensure attitude-to-risk alignment with their discretionary fund manager (DFM), writes Karen Bond, director at consultants Walbrook Partners...
Brendan Llewellyn, owner of Marketing Edge and director of Adviser Home, is our Armchair critic, offering an alternative take on all things financial services. In his first column, he asks: why do we have names for products which mean little to the people they're targeted at?
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New look Professional Adviser
The magazine is heavily focused on our Better Business section, which supports advisers in the run-up to RDR and beyond, and Investment.
Advisers can claim unstructured CPD for reading the magazine and we have also started a new series of articles providing structured CPD points.
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Richard Marwood, Fund Manager of the AXA Distribution Fund, gives his view on the markets in 2012 and elaborates on which sectors provide the best opportunities for 2013.
Financial Library is a whitepapers, research and briefings distribution service that is designed to provide users a quick and easy way of keeping ahead of business and market developments.
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