CleverAdviser
Middle East, Markets and Cash
The Bank of England has opted for a cautious and measured approach by raising interest rates by 0.25 percentage points
Fed’s FOMC Statement: Fed holds interest rate at 5.50%
The Bank of England has opted for a cautious and measured approach by raising interest rates by 0.25 percentage points
The Market Review: 30 October 2023
Written by Anthony Walters – Clever’s Head of ESG & Christos Chountoulesis our Investment Analyst, the Market Review is packed with the most interesting and impactful events of the past week from the global financial markets.
5 Books Financial Advisers Should Read in 2023
Whether active, passive, blended, or agnostic, the investment strategy significantly impacts financial outcomes and risk profiles of models within an MPS.
Investigating the Differences Between Investment Strategies
Whether active, passive, blended, or agnostic, the investment strategy significantly impacts financial outcomes and risk profiles of models within an MPS.
Writing Effective Suitability Reports: Best Practices and Tips
The implications of Fitch’s downgrade on investing, examining the potential impact on markets and the overall investment landscape.
The Impact of Fitch’s Downgrade of the US’s Credit Rating on Investing
The implications of Fitch’s downgrade on investing, examining the potential impact on markets and the overall investment landscape.
The Consumer Duty
In the world of investment, an MPS is a managed portfolio service – sometimes known as a model portfolio service. Many financial advisers recommend managed portfolio services to their clients because of the value and quality of service they provide for investors.
The Adviser’s Guide to PROD
How (to) PROD PROD has been met with much resentment from financial planners who believe they are already doing it. However, as is so often with financial regulation, it is not the doing that matters, it is the documenting of the doing. Remember to write everything down at every stage; your client fact-find and decision-making…
Clever MPS turns three!
Tops performance v cost comparisons as FUM doubles in last six months 105 IFA firms using Clever solutions, 48 using CleverMPS CleverMPS assets have doubled over last six months 1,800 investor accounts using CleverMPS (including joint accounts) £1.7 billion FUM across all Clever solutions, £406.7 million in CleverMPS We recently released peer group analysis of…