Investment Non-Outlook for 2022

This is the time of year when children receive their end-of-year school reports. It’s fitting, then, that the FCA should have chosen this week to deliver its verdict on the first year of its Assessment of Value (AoV) regime, which requires the fund industry to demonstrate the value for money it provides.

Financial planning is fundamentally about people, not services. And yet with discretionary MPS we have a group of successful investment managers offering overpriced services that underdeliver on returns, with no pressure to change the situation.

Here at Betafolio, we've eliminated the need to search your inbox, recently opened documents, or down the back of your sofa to find that must-have document.

For a growing financial planning business, switching to a low-cost, evidence-based investment proposition such as Betafolio or one of its competitors is a no-brainer. And I speak from experience.