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Tag Archives: Funds
“Smiling at delinquents”; how we prevail over fund ignorance and indolence
I had one of those moments just now, when a whole load of things came together and I saw the wood for the trees. My Eureka moment? I was reading an FCA document , the Packaged Retail and Insurance-based Investment Products … Continue reading
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Posted in advice gap, pensions, Pensions Regulator
Tagged AgeWage, DWP, Eureka, FCA, Funds, MifidII, pensions, Priips, Transparency, VFM
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Why funds should be free!
My friend Robin Powell has produced a series of disruptive info graphics around comments he’s garnered following Fidelity’s announcement of “free funds”. He’s also written a good blog on the subject. Of course “free funds” is a disruptive idea and … Continue reading
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Posted in advice gap, hedge funds, pensions
Tagged #TEBI, Fidelity, free, free funds, Funds, Hedge Funds, Ondex trackers, Robin Powell
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It’s not just IFAs that should be livid!
Here is the note I wrote when I read New Model Advisers report On why FSCS cannot determine its current levy (uncertainty over Strand Capital) On why FSCS has to unravel its past compensation (uncertainty over Arch Cru) Today (Jan … Continue reading
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Posted in accountants, advice gap, FCA, governance, pensions
Tagged FCA, FSCS, Funds, Gallium, Ken Davey, Nescape, SIPP
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“The belly of the beast” – Con Keating and the Investment Association
Con Keating is not everybody’s cup of tea, but he’s mine – especially when he’s after transparency. This shows him with a timely warning to those who think leaving transparency in the hands of the Investment Association is a good … Continue reading
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Posted in actuaries, advice gap, pensions
Tagged Con Keating, Funds, Investment Association, Portfolio Turnover Rate, Transparency
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So who IS accountable for your pension returns?
The little I can remember of my O level maths was the dictum “show your working”. It is a primitive call for what we call an “audit trail”, allowing the marker to find out how wrong you were or … Continue reading
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“Investment advisory fees up 14%” -why?
Can someone explain what is meant by an investment advisory fee in this context? The report appears in Financial Planning Today which describes itself as the daily news website for Financial Planners, Paraplanners and Wealth Managers. The article doesn’t mention … Continue reading
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Posted in advice gap, pensions
Tagged Bonds, charges, equities, fee gap, Fees, Fitz and Partners, Funds, investment advisors, RDR, Transparency, Transparency Task Force
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How do you annoy a wealth manager?
Question; how do you annoy a wealth manager? Answer; ask him about his fund supermarket. It may offend your local wealth manager (aka IFA) but that’s what Reuters call these funds platforms the FCA are investigating and if you believe Platforum, … Continue reading
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A make or break week for UK investors
Are fund managers the new bankers? If you’ve read the excellent (draft) FCA Asset Management Market Study, you’d be forgiven to think they were – (and that investment consultants were their knowing flunkies). The question now is how far the FCA … Continue reading
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Posted in advice gap, consultant, corporate governance, pensions
Tagged Asset management, Consultant, FCA, ft, Funds, IA, Investment Association, investment consultant
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Why we have actively managed funds
The FCA’s Asset Market Study is written with certain corrective bias’ and it should not be taken as the last word on the active/passive debate. A central focus is on the allocation of savings, particularly long-term retirement savings, to active … Continue reading
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Posted in pensions
Tagged Active, adviser, Consumer, FCA, fund management, Funds, Passive, trustees
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The funds that time forgot.
We’ve all got guilty secrets at the back of the cupboard, those packets of flour purchased at college that you could never throw away (knowing the beer sacrificed to buy them); I even have guilty secrets glued to the back … Continue reading
