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The Morning Briefing: Future of advice and Spring Statement coverage

Good morning and welcome to your Morning Briefing for Thursday 24 March, 2022. To get this in your inbox every morning click here. Future of advice The process for providing financial advice today is the same as it was yesterday and will be the future. It is based on understanding the client’s objectives,
United Kingdom General United Kingdom William Lock Yu Zhang Sebastian Lyon Dave Downie

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Charles Younes: Why 2020 was the year active management demonstrated its value

Charles Younes: Why 2020 was the year active management demonstrated its value Record 72 managers awarded ‘Alpha’ ratings by FE Investments a year after Covid pandemic decimated markets Prior to the Covid-19 pandemic, one of the most common questions facing the fund industry concerned the value that active fund managers were offering their investors over and above increasingly popular passive or tracker funds. In buoyant markets, investors increasingly questioned the fees charged by active ...
United Kingdom John Boselli John Wellington Alpha Manager Wellington Management Wellington Global Quality Growth

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