FE’s new service addresses the on-going need for clean data in the asset management industry to bring forth greater transparency to ultimately support the end-investor.
Time and again, advisers seem to find themselves in hot water with the FCA Financial Conduct Authority over not demonstrating the suitability of their investment advice adequately.
Just thirteen ethical funds from the ethical and socially responsible investment universe made the cut in the inaugural recommended ethical funds list from ratings, research and investment data specialists FE Trustnet. Henderson Global Investors bags three spots for its sustainable range.
Today’s financial landscape boasts a wide variety of methods to invest client assets. Irrespective of portfolio size or life stage of the investor; there is a solution that can match their risk level and specific objectives. Whilst this comes as great news for advisers and investors – it often leaves paraplanners with a whole lot more to think about when conducting due diligence.
Time and again, advisers seem to find themselves in hot water with the FCA Financial Conduct Authority over not demonstrating the suitability of their investment advice adequately.
Not all technology is equal...
Investment research today involves more than looking at Money Marketing with an old ruler and a dry highlighter. The financial advice industry is now supported by a wide variety of cutting-edge research technology that is designed to help advisers with the knowledge and analysis they need to give sound investment advice to their clients.