Financial advisers recognise the benefits of smoothed funds but are put off by complexity and price, a study has found.
‘Smoothing the way' – a study from Wesleyan and The Lang Cat including 159 advice professionals – found that a new generation of smoothed funds are helping advisers to manage volatility and comply with regulation, but providers must do more to address historic perceptions if smoothing is to be used to its full potential. The study was compiled from a poll of advisers and a roundtable discussion with leading industry figures and revealed that financial intermediaries today are divided on using smoothed funds in their clients' portfolios. The research found a clear majority (65%) of adv...
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