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Ex-adviser jailed for five years over fraud

19 December 2014 5:05 pm | By Sam Brodbeck

Alok Dhanda found guilty of 37 counts of fraud.


EU regulator waters down dealing commission stance

19 December 2014 4:47 pm | By Tom Selby

Investment managers will not be banned from using dealing commission to pay for research.


Former Arck partner pleads guilty to £50m fraud

19 December 2014 4:09 pm | By Sam Brodbeck

Richard Clay pleads guilty to three fraud charges.


PIMCO snaps up two Schroders equity specialists

19 December 2014 1:27 pm | By Philip Scott

Giles Money and Lucrecia Tam have joined the firm’s ranks.


Ex-BNY Mellon salesman moves to BlackRock

19 December 2014 11:20 am | By fundweb staff

Former BNY Mellon head of discretionary sales Adrian Sharpe has joined BlackRock as a northern England sales director. 


Advisers say draft MAS reforms don't go far enough

19 December 2014 11:00 am | By Tessa Norman

Advisers say £30m cut to MAS budget would still not provide value for money. 


Woodford lashes out at the UK Government for its meddling in the electricity industry

19 December 2014 10:31 am | By Philip Scott

Manager says the sector has for “too long been the victim of a misguided, short-term and politically inspired policy mess”.


Guernsey cells win £22m legal battle against Arch Financial

19 December 2014 10:29 am | By Tessa Norman

High Court rules fund manager behind Arch cru failed to exercise reasonable skill and care. 


China revises up its 2013 economic size by 3.4%

19 December 2014 10:28 am | By Philip Scott

Revision is not expected to have a material impact on growth this year.

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Treasury recoups £1.36bn from failed Icelandic bank

19 December 2014 10:21 am | By Tom Selby

The Treasury has recovered a further £1.36bn from the estate of Lansdbanki, the Iceland-based bank that collapsed during the financial crisis.


Nottingham joins list of lenders to raise proc fees

19 December 2014 10:04 am | By Devraj Ray

In the new year, the mutual will pay 0.4 per cent gross on all residential and buy-to-let deals.


Ex-complaints commissioner hits out at FCA over closed book costs

19 December 2014 9:30 am | By Tessa Norman

Inquiry could have been carried out by complaints commissioner for free, claims Holland. 


Global markets bounce after Fed's change in tone on monetary policy

19 December 2014 8:49 am | By Philip Scott

Asian markets rally overnight following the Fed’s latest update


Govt plans FCA enforcement shake-up

19 December 2014 8:47 am | By Natalie Holt

Treasury calls for quicker route to appeal and for the regulator to scrap late settlement discounts on fines.

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Stay of execution: Have providers dodged a bullet on annuity misselling?

19 December 2014 8:30 am | By Sam Brodbeck

Why is the FCA only now addressing a problem which it has been warned about for years?

More news



How will competition in the pensions market benefit consumers?

18 December 2014

Insurance companies, Sipp providers and investment managers will be chasing the same money from April. But what’s in it for the consumer?


The benefits of small pot withdrawals

18 December 2014

A small pot withdrawal preserves a greater level of tax planning opportunities


Asset allocation: US snub proves no barrier to Premier outperformance

18 December 2014 | By Michael Berry

The Premier Multi-Asset Monthly Income fund is underweight US equities and missed this year’s long duration trade, but it has trebled in size this year.


Simon Collins: Challenging the status quo

18 December 2014

You have to look sufficiently long term to be able to see your strategies come to fruition


Investors to step up hunt for income in 2015

18 December 2014 | By Philip Scott

The big challenge will be not paying too much for yield.


How to approach DFM due diligence

17 December 2014 | By Amanda Newman Smith

Support services firm Aim Two Three is helping advisers drill down into the discretionary fund management market


Tony Wickenden: Too good to be true?

11 December 2014

A ‘new way’ for advisers to receive payments from life companies without triggering a surrender is not all it seems

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CML and Which? look to diffuse mortgage fees 'minefield'

11 December 2014 | By Tessa Norman

But is transparency only a problem for the non-advised market? 


Will Govt crackdown spark last minute renewables surge?

11 December 2014 | By Sam Macdonald

The Autumn Statement has closed off the final loophole enabling investment in subsidised renewables within a tax shelter like EIS or VCT.


Avoiding the auto-enrol fallout

9 December 2014

Certain aspects need serious consideration as we look to 2015 and beyond


Are you accessing star managers in the most efficient way?

9 December 2014

Investors would be better off in the lesser-known trusts run by certain high profile open-ended fund managers


The Platforum on Close Brothers: D2C takes centre stage

4 December 2014

Close Brothers Asset Management’s Self-Directed Service is well positioned for the long and winding consumer journey 

More analysis


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MM Wired: What next for auto-enrolment? video

20 November 2014

The final part of our MM: Wired TV sessions discussing auto-enrolment. 

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MM Wired: Auto-enrolment and the SME market video

20 November 2014

The penultimate MM: Wired TV session discussing auto-enrolment. 

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MM Wired: Charging for auto-enrolment advice video

20 November 2014

The second MM: Wired TV session discussing auto-enrolment. 

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MM Wired: Is auto-enrolment at risk of falling over? video

19 November 2014

The first in our series of MM: Wired TV sessions discussing auto-enrolment. 

More videos

In case you missed it...


Accord to become latest lender to increase proc fees

18 December 2014 | By Devraj Ray

ARs and DAs will receive increased proc fees for residential mortgages.


StructuredProductReview unveils adviser research platform

18 December 2014 | By Michael Berry

Lowes Financial Management has opened up its in-house structured product portfolio monitoring system to advisers in a bid to widen their appeal. 

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Tilney Bestinvest cuts £1.4bn BlackRock UK Special Sits to 3 stars

18 December 2014 | By Michael Berry

Tilney Bestinvest has stripped two stars from the £1.4bn BlackRock UK Special Situations fund because of poor performance this year.


Scottish Widows data protection error could cost customer £50k

18 December 2014 | By Tessa Norman

Customer claims the provider has cost him £50,000 after sending details of his pension to his ex-wife. 

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