12 November 2009
Dennis Hall says Aifa’s new academy made him join the trade body for the first time.
Concern expressed over Swip’s ability to retain and recruit talented fund managers.
Provider says advisers should not have to cover all investment areas as long as they can refer to others within their firm.
Trade body receives over 100 letters of support.
“Chris Cummings once used the analogy that I like to kick down doors whereas he sneaks through them when nobody is looking.”
Towry chief says advisers who take trail commission to service the client are breaching TCF.
Banks look to create a “single voice” for the structured products industry.
“I strongly believe advisers should be able to add a reasonable complaint deadline into client contracts. It happens in other industries, so why not financial services?”
Kira Nickerson explains why Europe remains unloved by investors despite its strong performance.
Peter Hicks says all commercial considerations involved in guided architecture or packaged product lists need to be disclosed.
“Over the course of the last - or lost - decade, pension fund managers have not covered themselves in glory with their default options.”
Firm to take advantage of new reporting rules to open funds up to the UK market.
This week James Smith covers the fortunes of Opes Management.
“The plan B for personal accounts is sketchy.”
Software provider working with four platforms on seven different areas.
FSCS confirms Keydata is in default and it will consider compensation claims.
Advisers could face multi-million-pound claims due to exclusions in PII policies.
Pada warned to avoid the mistakes of US target-date funds when drawing up personal accounts default.
David Harrison warns networks and nationals are using the RDR as a scare tactic to get advisers to join.
Ignis looks to Argonaut UK launch.
New fund would buy forestry and agroforestry land across Brazil and Malaysia.
Provider would “bite the hand off” banks offering distribution arrangements.
Call for the asset management industry to develop more products for the post-retirement sector.
European equity fund manager predicts fallback early next year.
Standard Life looks at unbundling its charging structure as part of a review of its FundZone platform.
“At the moment, the UK is assuming that all advisers do the same job, which is clearly not the case”
Bill Vasilieff warns that certain platforms will become extinct or will have to evolve pretty quickly to survive.
“Who owns the client? Is it the adviser, is it the firm or is the client a free agent, with loyalty the only real glue?”
Tories looking at hybrids to find a way to share the risk between employers and employees.
Phil Jeynes takes a look at protection’s role in welfare reform.