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How firms ensure fund managers don’t break rules

The departure of star manager Philip Rodrigs from River & Mercantile due to ‘conduct issues’ last week came as a shock.

Danger! The products that worry wealth managers

With market volatility back, wealth managers discuss the investment products that concern them most.

Is Mifid II the final nail in the wealth advisory coffin?

With the discretionary march relentless over the last five years, Danielle Levy asks what new European rules could mean for advisory arms.

What is the best way to pay wealth managers?

WH Ireland recently joined Charles Stanley in paying its wealth managers based on performance rather than revenue.

Iress: a grand technological wealth design

Efficiency is too often seen as an end in itself, when in reality it should be a natural outcome of a broader approach, writes Richard Ross, digital product manager at Iress.

Mifid II conundrum: how do managers value good research?

A number of brokers, including WH Ireland, have been able to put out their research for free.

Why are stocks falling and how far could they go?

What’s the betting that Neil Woodford arrived at work this morning with a little extra spring in his step?

Mifid II’s 10% rule means we need to work together

Fundment chief Ola Abdul offers an insight in Mifid II.

Is Brewin’s manager of managers approach the way forward?

If there was any doubt, Brewin Dolphin has proved that size does matter – at least when it comes to achieving cost savings for clients.

Behind the scenes of the blockchain wealth bonanza

As firms rush to change their names to blockchain, it could be a good idea for wealth managers get on board with the nascent technology.

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