Greg Mullins, head of sales for Rathbones, explains how having costs laid bare in the first ex-post statements landing this week could be turned into an opportunity for advisers.
It was a brutal year filled with ups and a whole lot of downs. Multi-asset portfolio funds manager David Coombs explains how the team is facing 2019.
Our head of multi-asset investments, David Coombs, gazes into his crystal ball as he prepares for 2019.
From the Caribbean to Costa, multi-asset investments head David Coombs arrived back from holiday in time for another lurch downward for the pound. He explains why currency moves will be crucial to returns in January.
As you tuck into some left-over turkey on Boxing Day, desperate to keep the conversation from drifting to Brexit, here’s our suggestion for five things to consider that we hope will help you and your loved ones have many prosperous new years to come.
Examining the finer details of the Rathbones Value of Discretionary Fund Management (DFM) report over the course of its two chapters has offered unrivalled insight into the real impact a third-party investment manager has on financial adviser businesses.
As Christmas approaches, US President Donald Trump has played the Grinch to US Federal Reserve Chair Jay Powell’s Santa Claus. Chief investment officer Julian Chillingworth thinks investors are getting too riled about 2019 growth, but their soured mood could linger.
The immediate impact of adopting a discretionary fund manager (DFM) on adviser businesses and clients is now clear to see as a result of the Value of DFM report, but what do we know about the effect over the long-term?
Nobody knows for sure who first coined the maxim that politics, religion and money should never be discussed in polite company. We live in a society where the right to free speech is taken for granted, but as far as advisers are concerned, one thing is certain – the first two topics should definitely be handled with care.
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