Latest News - Danielle Levy
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.
Multi-asset: Watershed moment for UK interest rates
The Bank of England’s decision to tighten monetary policy has encouraged multi-asset fund managers to review the duration of their fixed interest holdings and exposure to bond proxies
What does Mifid II mean for adviser outsourcing?
Adviser outsourcing soared ahead of the RDR, but the looming MiFID II directive lends fresh urgency to the question of whether advisers or outsourcing partners are responsible for suitability
More and more advisers are taking advantage of the benefits of multi-manager funds. What’s behind their success?
Outsourcing: Jillian Thomas of Future Life Wealth Management
The managing director talks about the firm’s happy partnership with Brewin Dolphin
Japan: Abe’s arrows hit the mark
With Japan’s prime minister expected to win his snap election and economic reforms continuing apace, the outlook is good for equities in the land of the rising sun
My asset allocation: Lothian moves from bonds into property
Paul Lothian on why Verus Wealth has returned to UK property for the first time since 2007.
Protest as Barclays botches stockbroking relaunch
Barclays' new-look 'Smart Investor' website angers customers unable to log in and fund investors hit by new transaction charges.
Ex-Towry executives launch wealth boutique
Five senior executives who had worked together at Towry have joined forces to launch Lockhart Capital Management.
The $1 trillion question: does Trump’s infrastructure plan add up?
Following delays on key healthcare and tax reforms, doubts surround President Trump’s ability to deliver on his campaign trail promise of massive infrastructure investment
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.
'Life isn't just about the bank account': How IFAs view millennials
This is the era of Uber, Spotify and Air BNB. How can adviser's propositions appeal to generation rent as they begin to earn more and inherit wealth?
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.