Why White Oak Financial Planning doesn't outsource investments
The decision not to outsource investment gives Tom Wilcox-Jones, director of White Oak Financial Planning, the freedom to choose the products that best suit each individual client
Wading through DFM alphabet soup with Justin Urquhart Stewart
Seven Investment Management’s Justin Urquhart Stewart joins Jack Gilbert and Will Robins in the New Model Adviser® studio to talk about managing clients’ money and what to do in turbulent times.
My asset allocation: Kasim Zafar of EQ Investors
The portfolio manager at London-based advice firm EQ Investors explains why he likes Japanese equities, but not long-dated bonds.
FTSE brushes off renewed bond market sell-off
FTSE 100 and global stock markets continue recovery despite renewed fixed income sell-off on strong US inflation.
Talib Sheikh to join Jupiter as multi asset head
JP Morgan Asset Management's Talib Sheikh has joined Jupiter Asset Management as its head of multi-asset strategy.
FTSE shrugs off rates fears on strong US inflation
FTSE 100 bounces back from brief fall after stronger-than-expected US inflation data had threatened to derail rally.
Secret CEO: my Woodford dilemma
Our CEO is starting to question his investments in Neil Woodford's fund following a prolonged period of underperformance.
FTSE stalls as global markets fail to match US rally
Donald Trump's infrastructure spending plans help US markets build on recovery, but bullishness fails to catch on.
FTSE rallies as US rebound gathers strength
FTSE 100 buoyed by rebound in US markets, which open higher after Friday's recovery from correction territory.
BlackRock chief gets active on corporate governance
But will increased engagement with companies make passive fund houses take a more active approach to investment as well as to social responsibility?
MiFID II tapes: 'We get the regulation we deserve' on risk
'We get the regulation we deserve, because we don't set a high enough professional standard ourselves,' according to FinaMetrica director Paul Resnik.
Mifid II tapes: Advisers need asset management crash course
In the first part of our KIDs roundtable, Graham Bentley, Paul Resnik and Bella Caridade-Ferreira meet in the Citywire studio to discuss how advisers can explain the new MiFID II cost disclosure rules to clients.
Adviser profile: Carl Roberts of RTS Financial Planning
Carl Roberts says adopting a fixed-fee model and finding the right mixture of clients will be the catalyst for success at RTS Financial Planning.