Tied wealth manager St James’s Place has sent its advisers guidance on how best to describe its restricted service.
In an extensive Retail Distribution Review (RDR) briefing note seen by Investment Week's sister title IFAonline, the firm - the UK's largest adviser with £32.8bn of assets under management - tells advisers...
Small caps seem to be an immediate turn off to a lot of investors, with fixations on aggregate valuations and volatility meaning the better risk-adjusted returns that can be made within this asset class are often overlooked.
Data from TrackInsight
Reduced equity exposure to lowest since crisis
All European markets down
Manager shares his investment lessons from last 30 years