Will MiFID II result in short-termism?

Will MiFID II result in short-termism?

A common criticism that is levelled at investors is that they are too short-termist in their outlook. It represents a topic that RC Brown Investment Management’s Glenn Meyer, who is head of managed funds, was keen to explore. He suggests that ‘myopic loss aversion’...
Will technology kill face-to-face advice?

Will technology kill face-to-face advice?

Whether we want to admit it or not, technology is engrained in many aspects of our daily lives: from ordering a takeaway via Deliveroo to checking your bank balance using an app. It is therefore no surprise to see glimpses of technological change in the financial...
Retirement planning service

Retirement planning service

More than ever, the onus is on advisers to deliver effective and easy-to-understand at-retirement advice. Since the introduction of the Pension Freedoms in 2015, the number of individuals seeking financial advice ahead of or at retirement has grown, with many retirees...
DFM due diligence: ignore service at your peril

DFM due diligence: ignore service at your peril

Service is often overlooked by advisers when they select a third-party investment manager. Typically, performance, cost, investment process and track record take precedence. While these factors are undoubtedly important, an adviser’s due diligence process and ongoing...