Delta Infections Weighing on Growth ExpectationsFinancial markets were rattled in the past week by speculation that global recovery could lose momentum as the Delta variant spreads – just as central banks get ready to reduce support measures. Equities did climb in the UK and US on Friday as dip buyers resurfaced amid a surge in…
Market Commentary – Buy the dip? So after finishing last week on a depressing note focused on investor fatigue and the growing threat of the Delta variant, I wasn’t at all surprised to see markets stumbling on Monday, but I must confess surprise in how short-lived the wobble was, with markets finishing the week higher.…
How (to) PROD PROD has been met with much resentment from financial planners who believe they are already doing it. However, as is so often with financial regulation, it is not the doing that matters, it is the documenting of the doing. Remember to write everything down at every stage; your client fact-find and decision-making…
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…
Describe a typical day for you and your role? My main role is the running of the business on a day to day basis and ensuring that we are all following the vision, objectives and strategy set by the board. My days are very different, as it is for a lot of my colleagues, because…
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 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…
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…
Spotlight on… Technology with Neil Harding, Clever’s Lead Developer Neil Harding, Lead Developer at Clever talks tech with us and about the past, present and the future. Q: When did you join Clever? I joined in October 2013, seven years ago or so, and at the time I was the sole developer. When…
In this article we question the reliance on market research and analysis by the investment industry and advice market. As technology develops, opinion matters less and the facts build the only story we need to listen to. The reality is that things change. That’s a fact of life. And it’s especially true for technology affecting…
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