 [5 min read, open as pdf]
Elston Portfolio Management, the MPS provider which uses research, analytics and insights from Elston Consulting is now available to advisers using the Parmenion platform.
Read the full article here  Removing look-through fee reporting for all products in a fund of funds would make it harder to understand the fee-drag on an investment.
Read the full article in Citywire Following the publication of the FCA TR24/1 Thematic Review on Retirement Income Advice, there's renewed focus on Retirement solutions. That's great news - we've been focused on Retirement Investing since 2012 and led our #RethinkingRetirement campaign in 2015. We continue to innovate for our clients - the Advisers we support.
In June, we are running a series of webinars focused on retirement investing. More details are below. For UK Advisers: to sort your CRP and find out about the Elston Portfolio Management Retirement Income MPS launched >3 years ago in March 2021, please arrange for a consultation. CPD Webinars on Retirement Income Advice & Solutions 1. Wed 5-Jun-24 1030am: FCA Thematic Review on Retirement Income Advice Key findings, and what advisers and policy owners should do next 2. Wed 12-Jun-24 1030am:"Flex first, fix later": exploring the future of retirement income with Sir Steve Webb An annuity too early could be poor value. 3. Wed 19-Jun-24 1030am: Assessing suitability in retirement Different challenge, different questions. 4. Wed 26-Jun-24 1030am: Retirement Investing (Introduction) Different objectives and different risks requires a different approach. 5. Read our research and Insights on Retirement Investing going back to... 2012! Times above or register to access replay. All webinars are 1h CISI endorsed CPD (1.5h CPD with online test)  The long-awaited FCA thematic review of retirement income advice has finally been published, and Dear CEO letters sent. What are the key findings and what should adviser firms be putting in place to improve their proposition?
Read the full article on FT Adviser  Mainstream platforms have been slow to adopt fractional trading. This has hampered the adoption of ETFs within MPS. With many more index funds available, it's become less of an issue, according to Henry Cobbe, Head of Research at Elston Consulting.
Read the full article in ETF Stream  We were delighted that Elston Portfolio Management won 7 out of 12 (and shortlisted in a further 3) in the Best DFM awards in the Citywire Adviser Choice Awards 2024. Thank you to all the Advisers who voted.
Read the full article and pictures here ETF Stream interviews up-and-coming fund selectors about breaking into the industry, how experiences have shaped their investment approach and their biggest influences in investing and beyond.
Read in full Elston's ESG Specialist, Andrea Acimovic, outlines how new disclosure rules around ESG funds will impact decision-makers.
Read in full Consumer Duty: what do advisers need to do? Who's a manufacturer, co-manufacturer, and distributor and when do the lines need de-blurring?
Watch the CISI-endorsed CPD webinar interviewing Paul Jay of ATEB  For adviser firms in good shape, consumer duty should not be a sea-change. For those that haven't got round to complying with the Product Governance obligations from 2018, there's a lot of work to do.
Read the article in FT Adviser These rules of thumb stand the test of time. Investor's Chronicle interviews Elston's Henry Cobbe.
Read in full  Higher interest rates following increases in the Bank of England “Bank Rate” means yieldson cash are attractive once again. There are different ways to access cash yields: bank deposits, platform cash and moneymarket funds each have advantages and disadvantages. Minimising frictional costs, and maximising flexibility is key when developing a cashmanagement strategy, in our view.
In this research note for our clients, we explore the role of money market funds in providing a low risk platform-based Investment with a yield similar to Bank of England rates. Further reading: Read our October 2021 comparison of money market funds and fixed time deposits Chloé Meley of Citywire speaks to Rachel Robertson from Multrees and Andrea Acimovic from Elston about the gender diversity initiatives the world of finance needs.
Access the podcast  [5 min read, open as pdf]
The FCA has now issued its Policy Statements and Finalised Guidance on Consumer Duty. From 31st July 2023, the new rules will come into force for existing products and services. From 31st July 2024, the new rules will come into force for legacy products and services. The rules create a new Consumer Principle that requires firms to deliver good outcomes for consumers by “acting in good faith, avoiding cause of foreseeable harm, and enabling and supporting retail customers to pursue their financial objectives”. Read the full article  [7 min read, open link]
In this article for FT Adviser, we explore how the new Consumer Duty rules will impact the design on investment products by providers. Read the article on FT Adviser A tussle is growing in the industry between advisers and DFMs over ownership of the client, according to Henry Cobbe of Elston Consulting in this Podcast with FT Advsier.
Access the podcast  As an investment consultant, a lot of what we do for financial advisers & DFMs we work with is to use our research & development capabilities across Portfolios, Fund & Indices to support our clients' own "proposition development", that goes beyond just portfolio design.
So we were delighted that both our Custom Portfolios solution for advisers - with Elston Portfolio Management - and our Liquid Real Assets Index strategy for inflation protection were "Highly Commended" in the "Best Proposition Development - Overall" Category at the 2022 Investment Week Innovation & Marketing Awards against some very well respected colleagues and providers! We were also very happy to be a Finalist in the "Best Thought Leadership - Retail" category for our extensive CISI-endorsed CPD webinar programme. We would be delighted to work with UK advisers to support your investment proposition, please get in touch if you would like an initial consultation. |
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