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Sam Shaw

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PA ANALYSIS: Have research and ratings firms escaped the FCA’s wrath?

PA ANALYSIS: Have research and ratings firms escaped...

This week’s ‘final’ report on the Financial Conduct Authority’s Asset Management Market Study has left a key area open to further debate.

Published : 30, Jun 2017
FCA delays RDR review; M&G chief named panel chair

FCA delays RDR review; M&G chief named panel chair...

The Financial Conduct Authority (FCA) is delaying the post-implementation review of the Retail Distribution Review (RDR) and will combine it with the Financial Advice Market Review (FMAR) in 2019.

Published : 30, Jun 2017
PA ANALYSIS: Post election choices with Brexit back in the spotlight

PA ANALYSIS: Post election choices with Brexit...

Last night's result is merely paving the way for a “matrix” of political outcomes just 10 days before Brexit negotiations are due to start.

Published : 8, Jun 2017
WPP urged to address keyman risk over Sorrell

WPP urged to address keyman risk over Sorrell

WPP is facing shareholder pressure to offer a succession plan following the “inevitable” retirement of CEO Sir Martin Sorrell.

Published : 7, Jun 2017
Biermann to pick up Schroder UK Dynamic SmallCos

Biermann to pick up Schroder UK Dynamic SmallCos...

Schroders will hand its UK Dynamic Smaller Companies fund to Luke Biermann when Paul Marriage and John Warren leave the firm later this year.

Published : 7, Jun 2017
PA ANALYSIS: UK mid-cap sector is long overdue

PA ANALYSIS: UK mid-cap sector is long overdue...

Wealth managers believe mid-cap funds sitting within UK All Companies is "farcical”, with a rethink long overdue.

Published : 1, Jun 2017
Kepler launches trust income ratings

Kepler launches trust income ratings

Research and advisory boutique Kepler Partners has launched an income rating system for investment trusts as it recognises the shortcomings of focusing solely on yield.

Published : 30, May 2017
Neuberger Berman adds global put writing fund to alts range

Neuberger Berman adds global put writing fund...

Neuberger Berman has added to its range of alternative Ucits funds with the launch of another put writing strategy.

Published : 30, May 2017
Witan ditches two of five global equity names

Witan ditches two of five global equity names

Witan has ditched two of its five global equity managers in a bid to improve performance through its active share potential.

Published : 30, May 2017
PA ANALYSIS: Rivals under pressure as Woodford reveals all (again)

PA ANALYSIS: Rivals under pressure as Woodford...

As Neil Woodford reveals the 50 companies held in his newly launched Income Focus portfolio, it once again throws into the spotlight the rarity with which this level of transparency occurs.

Published : 18, May 2017
FCA finds 40% of advice provides 'unacceptable' disclosure

FCA finds 40% of advice provides 'unacceptable'...

The Financial Conduct Authority (FCA) has found “unacceptable” levels of disclosure in over 40% of the financial advisory sector as it releases the results of its Assessing Suitability Review.

Published : 18, May 2017
HL chairman Evans to step down

HL chairman Evans to step down

Mike Evans, chairman of Hargreaves Lansdown, has announced he will be stepping down as soon as a successor has been identified.

Published : 18, May 2017
Allfunds to add ETFs as Mifid II looms

Allfunds to add ETFs as Mifid II looms

Allfunds Bank is adding exchange-traded funds (ETFs) to its investment platform in recognition of wealth management evolution following Mifid II.

Published : 16, May 2017
Vix hits 25-year low despite political turbulence

Vix hits 25-year low despite political turbulence...

Volatility hit a 25-year low last week despite major political events continuing to pose headwinds to the market.

Published : 16, May 2017
PA ANALYSIS: Why do advisers have to follow EU rules?
PA ANALYSIS: Why do advisers...

Portfolio advisers are increasingly asking themselves...

PA ANALYSIS: Why the government needs to act quickly on cold calling
PA ANALYSIS: Why the...

While welcoming Monday’s government decision to resurrect...

PA ANALYSIS: The UK equity conundrum
PA ANALYSIS: The UK equity...

Research published on Friday by Aegon UK shows that...

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