New Products
UK Fund Manager Rolls Out Advisor Tool

City Financial, a UK-based fund manager, has launched The Adviser Centre, a free-to-air, online research and consultancy service for advisors getting to grips with investment processes and assessing whether funds are suitable for clients.
City
Financial, a UK-based fund manager, has launched "The Adviser
Centre", a free-to-air, online research and consultancy service
for advisors getting to grips with investment processes and
assessing whether funds are suitable for clients.
The tool provides what the firm says is impartial investment
research and gives recommendations on funds, market insights and
asset allocation views.
These online products have become all the rage recently as
advisors facing rising regulatory cost pressures look to stay on
top of the investment universe.
The service has been developed by Peter Toogood, Gill Hutchison
and Anthony McDonald, who joined City Financial’s Multi Asset
team in late 2013. They previously led the fund consultancy team
at Morningstar OBSR.
As previously reported, City Financial has announced it is
working with Distribution Technology to embed The Adviser
Centre’s research recommendations within DT’s Dynamic Planner.
This will be the first phase of a series of initiatives with
Distribution Technology.