01 September 2021
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1 min read
There is a perception that investment trusts are complex. What does ‘closed-ended' really mean for an investment trust and its investors?
Graham Finlay, Vice President Strategic & Technical Sales at BMO Global Asset Management, explores the structure of an investment trust in part 1 of his webinar series - "Investment trusts - the basics". Whether you're new to investment trusts or looking for a refresher, we look at the key differences from open ended funds.
Savers and advisers dealing with cash management quandary
14 October 2025
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3 min read
Francis Clark Financial Planning set up a white-label managed portfolio service for their clients, but as the effects of COVID-19 played out and markets stagnated, they realised they needed a change. Managing Director Chris Reah explains how they found the right solution.
13 October 2025
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5 min read
Catch up on the discussion
10 October 2025
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1 min read
‘Sadly, in every industry there is good and bad'
03 September 2025
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8 min read
Industry awaits final details of the FCA’s proposals
19 August 2025
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7 min read
Nigel Farage-led party's policies would likely mean big tax changes if Reform came into power
30 July 2025
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7 min read
