As the MiFID II deadline looms, Morningstar's Sashka Simic, product manager in research distribution, takes a look at what fund groups and advisory firms should be looking for in an equity research provider, while also ensuring costs are transparent and easy to monitor.
One of the new investor protections required by the MiFID II directive is the ban on inducements, which means firms must now pay for any investment research they receive. Not only will asset managers,...
'Significant' Brexit transitional deal needed
Rosalyn Breedy, corporate and financial services partner at Wedlake Bell, says UK asset managers should tackle their operating models to develop financial firms fit for the 21st century.
Higher stakes and limited options
Will negotiate for transition period
Sandro Pierri joins as global head of client group