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Investments

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?

Video pick
1 Comment Play MiFID II tapes: 'We get the regulation we deserve' on risk

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.

7 Comments Play Mifid II tapes: Advisers need asset management crash course

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.

NMA Profile
8 Comments Adviser profile: Carl Roberts of RTS Financial Planning

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.