First they said it couldn’t possibly happen, then that it probably wouldn’t happen, then that it might happen and until finally today it did happen. Yesterday Britain voted to leave the European Union and although the vote is not binding it seems inconceivable that it won’t be followed through.
Let’s for a moment rewind to the summer of 2012 – the personal finance section of the
Daily Telegraph published a research study that found that the television character most closely associated with the term ‘’financial adviser’’ was the market trader Del Boy, from the popular sitcom Only Fools and Horses.
Mounting demand paves way for model portfolio service FE Invest to be added to three new platforms
By Corporate
FE is pleased to announce that the FE Invest Model Portfolios are now available via three more of the UK’s leading platforms following increasing demand from the financial adviser community.
Love it or hate it you cannot ignore the latest American import – robo advice. What many of us initially thought was a passing fad is now officially here to stay, as the FCA has advocated the adoption of ‘automated advice models’ as a means of delivering regulated advice ‘’more cheaply, efficiently and effectively’’.
FE Transmission celebrates 1st birthday but more still needs to be done to bring transparency to the DFM industry
By Corporate
Results from a recent survey of FE adviser clients found that more than half of advisers (52 per cent) only use a single model portfolio service provider – despite the boom in model portfolios and providers since the implementation of the Retail Distribution Review, with advisers turning to DFMs (discretionary fund managers) to assist with managing clients' assets.
First published in Professional Paraplanner Magazine, April 2016.
Advisers are not always expert stock pickers and shouldn’t have to be. Post RDR and in preparation for the looming sunset clause, more advisers are starting to recognise the benefit of allowing specialists to deal with their fund picking as a key strategy for spending more time with clients, reducing risk levels and operating costs. Results from the FE Adviser Survey 2016 were testament to this.
On April 6th, new UK taxation will be applied to dividends https://www.gov.uk/government/publications/income-tax-changes-to-dividend-taxation/income-tax-changes-to-dividend-taxation.
A short 4 years since the Retail Distribution Review, the UK advice market prepares itself for another big piece of regulation that is likely to alter the who, what, where and when of Financial Advice.
In response to increased demand for professional adviser accreditation, ratings and research firm FE is launching the FE Analytics Certification. The accreditation provides advisory firms with an independent benchmark when looking to hire top talent, while also providing advisers and paraplanners with a way to enhance their personal development as well as demonstrate their capabilities.
Volatility is here to stay as FE repositions its successful model portfolio service, FE Invest – after a turbulent six months. The head of FE Research, Rob Gleeson underlines the rapid deterioration in market conditions as the catalyst for taking some risk off the table and allocating to broader market strategies, rather than highly focused funds in the current volatile market conditions.