From the monthly archives: February 2017

We are pleased to present below all posts archived in 'February 2017'. If you still can't find what you are looking for, try using the search box.

The Role of Risk Tools

It is becoming increasingly clear that suitability sits at the heart of the regulatory focus on the customer. The FCA is there to guide the industry through the regulatory minefield, but exists primarily and quite rightly to protect the consumer.

The industry has sought to comply with this drive whilst maintaining efficiency around the provision of investment advice and the resultant software and related processes have ensured that sound financial advice is not the preserve of the super-rich.

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New Kames Talking Factsheet

We have added a new Talking Factsheet to the Square Mile Academy of Funds. Talking Factsheets is a service for users of the Square Mile Academy of Funds, combining Square Mile's independent, qualitative fund research with accessible video content. The Talking Factsheets feature Square Mile's team of analysts reviewing the objectives and risks and giving their view of funds drawn from the Rated, Recommended and Positive Prospects lists.

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