FT Adviser reports that the FCA has highlighted fund ratings and model portfolios a particular area of concern in its newly launched study of the platform market : https://www.ftadviser.com/regulation/2017/07/17/mps-and-fund-ratings-brought-into-fca-platform-study/ The key points are: “the FCA said it would conduct further analysis on fund ratings” “as well as covering the £600bn platform industry, the FCA said...Read More

We recommend Citywire’s Secret CIO series. The most recent of these is: https://citywire.co.uk/wealth-manager/news/the-secret-cio-when-i-would-avoid-a-fund-manager/a1038826?re=48333&ea=496874&utm_source=BulkEmail_WM_Daily_PM&utm_medium=BulkEmail_WM_Daily_PM&utm_campaign=BulkEmail_WM_Daily_PM The article expands on key questions in the fund manager selection process – a process AssetQ supports by taking on the heavy lifting, enabling the fund manager interview to maximise the effort from both interviewer and fund manager. For example, AssetQ distinguishes...Read More