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
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.
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…
Value investing – where did the value go?
Value investing – where did the value go?It’s no secret that the last 20 years have been a troubling time for Value investors. Historically championed by some of the best and brightest in the industry, and the base formula behind Warren Buffet’s eye-watering success, it would sadly seem the strategy has lost its way of…
Client Satisfaction Survey – The Results
Client Satisfaction Survey – The ResultsKeeping up to date is key to staying ahead of the game, and the recent results of our first ever client satisfaction survey have given us a deep dive into the most pressing concerns of our clients as a snapshot of the IFA market. Clients were asked 15 questions in…
Are you a ‘prisoner of indecision’?
It’s ‘time to stop the timing’, escape the prison of indecision & reap the benefits of pound cost averaging. While investment markets fluctuate wildly, almost on a daily basis, and doom and gloom pervades the news, it’s understandable why new investors, as well as existing ones about to top up their portfolios, feel nervous about…