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Latest News - Rachael Revesz

How to take a passive portfolio approach to Brexit

Risk or opportunity? Your view of Brexit will determine how you allocate assets for clients in the run up to 2019

FCA report: passive bias 'is not the case'

Industry participants argue each directive from the watchdog reinforces the benefits of passive investing.

Adviser KnowHow: How to use another IFA's investment proposition

Using another IFA’s investment proposition can add a layer of expertise as well as cutting costs and administration. However, it can also complicate matters for clients and may prove inefficient in some cases. If you do go down this route, how do you decide which IFA to use?

Adviser KnowHow: How to use investment trusts

Wayne Evans of Heron House Financial Planning explains how to get to grips with investment trusts and pick the right one for your clients.

Smart Beta: Peter Lawrence of Prime Time Financial

Peter Lawrence plans to increase Prime Time Financial’s use of passive funds, looking at options in the US and emerging markets.

Threadneedle's Thornber hunts for yield in financials despite bank woes

Threadneedle Global Equity Income fund manager Stephen Thornber says banks are not the only financials and points to the sector’s safe yielders.

Look beyond the label to spot the true colours of ethical funds

Advisers who specialise in ethical investment say that not all ethical funds are as principled and responsible as their label may lead investors to believe.

Frost spies infrastructure hot spot in offshore wind farms

Giles Frost has added UK wind farm energy transmission projects to the £1bn International Public Partnerships investment trust portfolio as investor demand grows.

How to cope when Bernanke turns off the tap of QE

Due to recent economic data, the Fed may start tapering QE as soon as September. Fund managers reveal their key strategies for when Bernanke makes his move...

Investment trusts: Steady Mallon is happy with quiet outperformance

Ciaran Mallon’s £154 million Invesco Income Growth Trust has performed consistently well in the highly competitive UK equity income sector.

Video pick
Play Retreat 2017: How advisers approach DB transfers

Retreat 2017: How advisers approach DB transfers

Three advisers told New Model Adviser® at the 2017 Retreat how the approach the growing demand for DB pension transfers.

11 Comments Play Retreat 2017: We can't risk undermining pensions with DB scandal

Retreat 2017: We can't risk undermining pensions with DB scandal

LEBC public policy director Kay Ingram sets out her concerns about DB pension transfers.

NMA Profile
Adviser Profile: Ed Fairey of Fairey Associates

Adviser Profile: Ed Fairey of Fairey Associates

Ed Fairey took a colourful road to financial advice but his firm, Fairey Associates, has made all the right moves to this week achieve chartered status