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Financial advisers

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Welcome to the AIC’s financial adviser centre. Here, you can access statistics, performance data, training, news, guides and videos on the investment company industry, including investment trusts and VCTs. All our services for financial advisers and wealth managers are free of charge and our CPD is accredited by professional bodies.

Spotlight – February 2020

6 February 2020

Managers including Nick Train reveal their favourite fashion brands, we hear about small investments that can make a big impact, and Ian Cowie is keeping his cool about coronavirus. 

Moving in sync

1 August 2017

David discusses how, when it comes to investment companies, the interests of investors and fund managers are aligned.

Charging ahead

27 July 2017

With no fewer than 19 investment companies revamping their charges so far this year, David examines the continuing trend of investment companies cutting fees.

An ace up the sleeve

19 July 2017

This week, David looks at investment companies’ ability to pay income from capital and how it is of real value to investors.

Discounts narrowing

13 July 2017

Examining new research from Stifel, David looks at how investment companies are becoming increasingly able to manage discounts.

Leading by example

5 July 2017

David examines how the investment company model of independent boards could address many of the issues raised in the FCA’s Asset Management Market Study Final Report.

A more level playing field

28 June 2017

With purchases of investment companies by advisers and wealth managers having reached a record level, David examines the rise of the closed-ended structure.

When volatility knocks

21 June 2017

With markets remaining unfazed by unexpected geo-political events, David looks at how advisers and investors can prepare for the worst whilst still enjoying the best.

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