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,...
Risk to retail investors
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Taking up non-exec role
Following 2016 thematic review