Industry news and views from Panacea and our partners.
DFM_
Brooks Macdonald Discretionary investment management in practice
We are delighted to host our first videos on Akademias recently launched DFM channel. Akademia (part of Asset TV) provides videos that are accredited by the CII, CISI, PMI and The London Institute of Banking & Finance to complement structured learning CPD requirements.
Brooks MacDonald Low volatility: a sign of market complacency?
Despite the many market-moving events that have occurred in recent months, the VIX Index is currently near two-and-a-half year lows and not far away from its lowest level seen since the global financial crisis. However, we see scope for volatility to rise over the course of 2017.
Brooks Macdonald announced as latest provider partner for Panacea Adviser
London, 20th February 2016 Panacea Adviser (Panacea), the online community and resource for financial advisers and paraplanners, has today announced Brooks Macdonald as its first discretionary fund manager to join its growing roster of provider partners.
Brooks Macdonald announced as latest provider partner for Panacea Adviser
Panacea Adviser is delighted to announce Brooks Macdonald as its first Discretionary Fund Manager to join its growing roster of provider partners.
Brooks Macdonald 2017 Academies
Complexity and flexibility: investments, due diligence and beyond. We are pleased to announce that the Brooks Macdonald Adviser Academies are returning across 11 UK locations between April and June 2017.
Brooks Macdonald: Weekly Market Commentary 06/02/2017
Watch Investment Director Ed Park's weekly market commentary and read detailed economic and market news from our in-house research team.
RSM: DFM Survey
RSMR are seeking views from Advisers around the current and potential use of DFMs to help gauge the demand for independent research and due diligence to help with the selection and ongoing monitoring process.
RSMR: Assessing suitability: Research and due diligence FCA thematic review TR16/1
This FCA paper was published on 19th February and provides very high-level comments on the findings of their thematic review of the research and due diligence processes carried out by advisory firms, exploring how advisers select funds, products, platforms and DFMs.
Aegon: Its evolution not revolution thats required
Many commentators say that we are undergoing a revolutionary change, I prefer to say we are in a period of evolution, which is impacting on all areas of our profession and the world in which it operates.
Investec: Destination Income Roadshow - Last chance to register!
Don't miss your opportunity to join Artemis, Investec Asset Management and Kames Capital at our upcoming income investment roadshow.
Investec: Destination Income Roadshow - Last chance to register!
Don't miss your opportunity to join Artemis, Investec Asset Management and Kames Capital at our upcoming income investment roadshow.
SRI Services: Parmenion DFM refreshes ethical SRI portfolio options
Following a review by the Parmenion Ethical Oversight Committee award winning Discretionary Fund Manager Parmenion has launched new ethical (SRI) literature
Brooks Macdonald: Professional Adviser Academies
Our annual Brooks Macdonald Adviser Academies are taking place in ten locations throughout the UK during May and June 2014.
Brooks Macdonald: Professional Adviser Academies
Our annual Brooks Macdonald Adviser Academies are taking place in ten locations throughout the UK during May and June 2014.
Building value in your business through your investment proposition
As we enter a new era in Financial Services it is worth taking stock and asking what will characterise successful advisory businesses in the future. Balancing regulatory and client demands with achieving commercial success is challenging.
Online Wealth Management/Advice: Threats and Opportunities For Advisers
Technology is changing the way people manage their money and everywhere you look, online wealth managers are springing up to challenge traditional wealth managers/adviser.
Ascentric launches exclusive 30 day Notice Account from Investec Private Bank
Independent wrap Ascentric today announces the launch of a 30 day Notice Account on its platform. The deposit account is provided exclusively for Ascentric users by Investec Private Bank.
Ascentric launches exclusive 30 day Notice Account from Investec Private Bank
Independent wrap Ascentric today announces the launch of a 30 day Notice Account on its platform. The deposit account is provided exclusively for Ascentric users by Investec Private Bank.