Funds

Square Mile Investment Consulting and Research is to provide fund research for Cofunds users in a partnership between the two companies.

Investors are calling for more control over ETF trades executed on fund platforms, many of which are incapable of hosting the vehicles or are currently unable to offer real time trading.

Old Mutual Wealth's investment platform expert Mike Barrett (pictured) explains the thinking behind the group's plan to bulk-convert clients to unbundled share classes in 2015.

Old Mutual Wealth, the UK's third largest adviser platform with funds under administration of £30bn, will begin bulk converting any remaining clients in bundled share classes to unbundled in February 2015.

Veteran manager Anthony Bolton said he had "no idea what was coming" when he handed over management of the Fidelity Special Values investment trust in 2007.

The Big Question: Are ETFs and tracker funds becoming a bigger threat to active management?

Nucleus has boosted assets under administration by 25% year-on-year in the third quarter after a strong summer for gross inflows.

Assets under administration at platform and self-invested personal pension (SIPP) provider James Hay hit £16bn in the third quarter of the year, however, expected profit forecasts at the business have been cut.

Investors wishing to move from direct-to-consumer to adviser platforms face "punitive" exit fees, according to analysis by the lang cat.

F&C’s Niven: ‘Investors are going to have to work harder to find attractive growth’