29 April 2010
The Association of Consulting Actuaries has hit out at the major political parties’ policies on pensions and care of the elderly, claiming they are “threadbare at best and damaging at worst”.
Nic Cicutti explains why he is not in favour of Aifa’s plans to launch a QCF level five qualification.
James Smith spends 10 minutes talking to Adrian Frost.
Argonaut partner Olly Russ says there are now enough funds in the market to merit the Investment Management Association launching a European income sector.
The Ethical Partnership’s Jeremy Newbegin says his fears of using a small technology provider have evaporated over the years.
“Investing certainly is not getting any easier. There are so many economic problems arising that you could be forgiven for going off investments altogether.”
CF Miton’s Sam Liddle says yield will remain important in a world of low cash returns.
As part of Adviser Evolution’s regular feature charting transitions to the RDR, Plutus Wealth Management co-founder Georgina Partridge talks about the effects of renewed client confidence.
Allium Capital is working with investment firms to create a new fund structure with a capped performance-related fee.
The FSA says it will allow networks to offer members a factoring service as long as it is available to all advisers for all long-term savings and retirement products.
Investec Structured Products head of intermediary sales Gary Dale has criticised Meteor’s decision to drop an Isa option on its latest kick-outplan pending HMRC clarification.
“The FSA has ’mixed views’ on whether an adviser can be independent using just one platform so the good money is on it pushing for IFAs to adopt a multiple platform approach.”
Law firm Regulatory Legal has issued proceedings as a first step to launching a judicial review against the Financial Services Compensation Scheme’s £80m interim levy.
Association of Christian Financial Advisers chairman explains how he applies biblical practices to financial planning
AWD Chase de Vere marketing director describes how the firm had become an unwieldy juggernaut in need of a change of direction and the painful transition of the company.
Tory election candidate fears ’strangled Parliament’ will create uncertainty
Conservative Shadow pensions minister Nigel Waterson says the Tories’ plans would reinvigorate a savings culture.
“Thirty per cent of advisers working for small IFA firms will leave the industry reducing profitability for product providers.”
Law firm TLT warns politicians that taking a tougher line on regulation risks undermining the free principles on which our financial industry is based.
IFAs struggle with FSA regulation that is open to interpretation
Former Tenet adviser slams firm for not giving him the chance to sell his stake in the business after 7 per cent was sold to life offices.
The Goldman Sachs’ short-selling case underlines the fact that attitudes towards investment banks have changed fundamentally.
Many Sipp providers are ignoring FSA requirements to provide retirement wake-up packs to customers, offer lower projection rates for cash and have a system capable of spotting abnormal investments.
“Multi-billion retail funds are no longer the rarity they once were and the biggest funds appear to be that way for a reason, with their performance not hampering their management.”
“Two exams down, three more to go to reach the certificate in financial planning before the quest for QCA level four and the real fun begins.”
Sally Laker says a rate rise is needed to kick-start the mortgage market.