financial advisers


Concerns raised over Esma lack of understanding of distribution of financial products

The European Securities and Markets Authority (Esma) seems to have little understanding of open architecture platforms, according to European Federation of Financial Intermediaries and Financial Advisers (Fecif).

Advisors worried by emotional response by investors to market turbulence says Natixis

Financial advisors need to rethink their investment strategies and teach investors not to react emotionally to events in volatile markets, says a survey from Natixis Global Asset Management.

Disconnect between advisors and “emotional” investors threatens markets – Natixis survey

Clients reacting emotionally to market developments pose challenges for investment managers. The level of returns they expect requires more risk than they are prepared to take, according to a survey.

Morningstar publishes new beta classification system and investment strategy guide

Financial adviser Morningstar has launched a new classification system to help investors better identify, compare and analyse strategic beta investment products.

Study identifies communication gap between advisors and investors

Respondents in a study by advisory firm Pershing, a BNY Mellon company, reveal advisors often leave potential investors in the dark about the real value of their offering.