ESG Accord’s team bring us up to speed with the FCA’s stance on greenwashing and what this means for advice professionals
Author Archives: Natalie Holt
05
Jul
Jul
Marlborough MPS ranges are now available through Analyser. You can now include their Active, Blended and Passive ranges in the comparison, due diligence and suitability exercises you run in Analyser.
04
Jun
Jun
Analyser 3.0 is now even easier to use, and offers new functionality to carry out due diligence at individual client level
22
May
May
Liontrust’s managed portfolio service is now available for Analyser subscribers to compare and research as part of their investment due diligence. Liontrust launched as an asset manager in 1995 and listed on the London Stock Exchange in 1999. Its MPS was launched in 2014 and it has £138m in MPS assets under management as at
20
May
May
Abrdn has made changes to abrdn Wrap charging structures today and we’ve added these to Analyser for use in your due diligence and comparisons. Changes include:
15
Apr
Apr
Every year, the lang cat publishes the State of the Platform Nation report – our annual deep dive into platforms in the UK. The 2023/24 report is the 12th edition and reviews the previous year and sets out what we think the future holds for platforms. 2023 will go down as one of the toughest
27
Mar
Mar
Jessica Lyons is a financial adviser at Black Swan Financial Planning shares their approach to platform reviews
29
Feb
Feb
LGIM’s model portfolio service is now available for you to research as part of your investment due diligence inside Analyser.
05
Feb
Feb
CS Investment Managers’ managed portfolio service is now available on Analyser for review as part of your investment due diligence.
29
Jan
Jan
Thinking about the year ahead, how confident are you about the platforms and investments you’re recommending to clients?