The FAAA is hopeful that it can achieve co-regulation by 2030, acting as a stepping stone towards its ultimate goal of a fully self-regulated financial advice profession within a decade, says chair David Sharpe.
With multiple funds seeing assets frozen, three platforms have shared with Money Management how they guard against holding a troubled product and how much responsibility sits with the adviser.
A team of specialists can provide a better experience for clients, according to Findex, with advisers and accountants urged to have a close relationship.
Funds under management at Magellan Financial Group were unchanged in October as the firm launched its first two funds with Vinva Investment Management.
In this episode of Relative Return, host Laura Dew speaks with Eric Braz, portfolio manager at MFS, to discuss the world of small and mid-cap equities.