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The Morning Briefing: Look beyond government bonds and can the CII find calmer waters?

Good morning and welcome to your Morning Briefing for Thursday 1 September 2022. To get this in your inbox every morning click here. Look beyond government bonds Investors should look beyond government bonds for ballast within portfolios in the current macroeconomic environment. Momentum Global Investment Management
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Andy Back: Platform evolution - from iPod to bespoke music streaming

Andy Back: Platform evolution - from iPod to bespoke music streaming Modular approach Andy Back: "In order to help advisers and the market understand how this new type of platform worked, we would often find ourselves comparing it to Apples iPod, also newly launched in 2001." Andy Back Andy Back runs through the evolution of the UK platform market, which has developed significantly since its 2001 beginnings, and is now moving towards a more modular approach... 2001, September. The date is one t...
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Transact and Aviva top 2020 adviser platform net sales charts

Transact and Aviva top 2020 adviser platform net sales charts - Fundscape For 2020 Bella Caridade-Ferreira: “The last few weeks of the year were a boon for platforms and investment managers alike." Transact and Aviva came out top of the pile for platform net sales of 2020, according to research by platform and investment consultancy Fundscape. Transact added £3.47bn in net sales to its adviser platform in the last calendar year, trailed closely by Avivas adviser proposition, which also added...
United Kingdom Bella Caridade Ferreira True Potential Fidelity Fundsnetwork ஒன்றுபட்டது கிஂக்டம் பெல்லா கேரிடேட் ஃபெரீரா

Fidelity parent FMR gets good news in ERISA case

Fidelity parent FMR gets good news in ERISA case Getty Images/iStockphoto A federal appeals court in Boston has upheld a District Courts dismissal of a complaint by several plaintiffs that FMR LLC, the parent of Fidelity Investments, and several FMR affiliates violated their ERISA duties. They contended that Fidelity breached its fiduciary duties by charging certain fees for investments offered in the Fidelity FundsNetwork, an open architecture investment platform. Fidelity responded that it is...
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