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Investments

Updates and insights related to investment.

At whose discretion

Choosing a discretionary fund manager is far from easy. Fraser Donaldson at Defaqto explains how to carry out due diligence that meets the regulator’s expectations – and suits clients needs.

Investment suitability demystified

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This article first appeared in FS Focus the magazine from the Financial Services Faculty of the Institute of Chartered Accountants in September 2011.

Lessons from Nobel Laureates

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Last year the Nobel prize for Economics was awarded for empirical analysis of asset prices. Keith Robertson of Armstrong Financial summarises their work and finds some lessons for financial advisers.

Restructuring the 4% rule

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Marc Buffenoir explores what a sustainable withdrawal rate is and whether the current rules should change.

RDR to shake up investment market

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Fund managers face greater scrutiny of performance in post-RDR world, according to Deloitte.

Responsible robots

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The legal status of automated advice has a lot in common with the human form of financial advice. Peter Hamilton explains where the lines of responsibility are drawn.

The rise and risks of DFMs

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Advisers are making greater use of discretionary fund management (DFM) expertise. We highlight some trends in the use of DFM services and how they are being assessed.

The Unstoppable Rise of RoboAdvice

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Traditional wealth managers are being forced out of their comfort zone by standalone roboadvisers. Efi Pilarinu looks at how the industry is responding.