For months now, in the build-up to the end of year RDR deadline, fund providers have been anxious to tap into adviser and client demand for risk-rated, multi-asset portfolios.
On paper, the vehicles appear to promise some kind of simplified scenario, where the adviser establishes a risk profile for a client and then matches this to a particular portfolio. However, what is...
Ceremony on 29 November
92.9% of SJP investment complaints upheld
Government requires 'boldness' to overcome long-term challenges
Under the rules of EMIR
Also launching hedged currency share classes for existing products