Mario Mantrisi, chief strategy and research officer at data management group KNEIP, explains how MiFID II could eventually price advisers out of the market, while investors could end up paying more for managers with sophisticated research capabilities....
Markets may have been volatile as autumn approached, but the Smith & Williamson Enterprise fund has returned more than 3% over the three months to 3 November 2014, and beaten peers in the Targeted Absolute Return sector.
'Investors in big oil stocks should be very nervous'
Specialist wealth managers are reaping the benefits of FATCA as US expats rush to get their affairs in order and find themselves turned away from some UK firms.
Growth expectations are so low investors have been engaging in worryingly risky behaviour - but the recent market shake-out could mean the end of complacency, explains FOUR Capital's Chris Rodgers.
Founder and vice chairman of the Institutional Money Market Funds Association, Chris Oulton, has passed away at the age of 55.
L&G UK Alpha trust manager Richard Penny has set a £500m cap for the fund as it rises up the performance tables.
Shareholders in the Gresham House investment trust have agreed to a plan to convert the business into a fund group following an extraordinary general meeting (EGM).
A raft of pulled IPOs in October point to a more rational environment for new listings, managers suggest.