Planners flock to direct equities

Planners flock to direct equities Driven by client demand Victoria Papandrea By Victoria Papandrea Tue 17 Aug 2010 Advisers are increasingly turning to direct equity investments for new client funds, according to an Investment Trends report. Financial planners are increasingly turning to direct equity investments for new client funds, according to the latest report from [...]

By | August 16th, 2010|Business Model Considerations|0 Comments

More planners bypass managed funds: study

More planners bypass managed funds: study Tuesday, 17 August 2010 1:10pm Fund managers are put on notice in a recent investment study that found a growing number of planners are placing their clients' funds into direct shares, ETFs, REITs and SMAs, leaving only a fraction of inflows into traditional managed funds. The survey pooled the [...]

By | August 16th, 2010|Business Model Considerations|0 Comments