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Advisers

News

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Banks to certify own advisers as 'fit and proper'

30 July 2014 1:01 pm | By Steve Tolley

Approved persons regime will continue to apply to IFAs but not bank advisers.

Comments (3)

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Tribunal upholds ban and fines hedge fund manager £2.7m

30 July 2014 12:47 pm | By Sam Macdonald

Alberto Micalizzi was banned and fined in May 2012 for not being fit and proper.

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Jupiter increases AUM to £33bn but profits dip 18%

30 July 2014 8:29 am | By Sam Macdonald

Total net inflows rose to £1.3bn but pre-tax profit falls to £48.4m.

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Succession acquires Target Wealth Management in £5m deal

29 July 2014 1:08 pm | By Michael Glenister

IFA consolidator acquires Target, adding £120m in assets under advice.

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Woodford fuels record £1.4bn rush into UK Equity Income

29 July 2014 11:51 am | By Michael Berry

A record £1.4bn flowed into UK Equity Income in June, driven by the launch of Neil Woodford’s much-anticipated solo fund.

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BlackRock hard-closes European Opportunities Extension fund

29 July 2014 9:42 am | By Sam Macdonald

The fund prevented new subscriptions from new and existing shareholders from 22 July.

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SJP profits down as FSCS levy hits distribution arm

29 July 2014 8:47 am | By Tom Selby

St James’s Place has reported an 8.5 per cent drop in pre-tax profits, from £90.1m in the first half of 2013 to £82.4m this year.

Comments (3)

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DeAWM poaches Allianz GI Europe chief

28 July 2014 10:18 am | By Sam Macdonald

James Dilworth replaces Wolfgang Matis who retired in June.

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Opinion

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Peter Hamilton: The blurred line between advice and information

28 July 2014

How do advisers tackle simplified advice from a legal standpoint? 

Comments (10)

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Dennis Hall: Advisers paying for guidance is highway robbery

25 July 2014

I am vehemently opposed to Chancellor George Osborne’s free pension guidance. It isn’t free to me, and by extension it isn’t free to my clients

Comments (7)

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Neil Liversidge: Taken hostage in the name of advice

25 July 2014

People often become rich by not taking prisoners. They do, however, make hostages of advisers who are foolish or greedy enough to let them

Comments (3)

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Robert Reid: The execution-only label isn't working

25 July 2014

When I hear the words “execution-only”, it conjures up the image of the firing squad where the soon-to-be victim is given one last cigarette

Comments (8)

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Nic Cicutti: Wheatley's wages are not the real scandal

24 July 2014

One of the striking things about many regulatory discussions over the years has been their utter predictability, usually on the IFA side

Comments (14)

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MM leader: Will advisers pay the high price of guidance?

24 July 2014

The literature from the Treasury and the FCA this week did its best to reassure the financial services industry that guidance can be delivered successfully.

Comments (3)

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Analysis

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Tony Wickenden: A matter of relevance

24 July 2014

A further look at how new planned IHT rules would apply to relevant property trusts.

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Weekly Adviser View

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Scott Gallacher: Back-office to the future

29 July 2014

While advising clients to invest for their own long-term future, apply the same rule and ensure that you invest in your own long term with a decent back-office system.

Comments (2)

Mel Kenny

Mel Kenny: Don't give yourself away for free

22 July 2014

Defining whether you want to operate as a specialist or generalist is becoming a core requirement for advisers in establishing their proposition.

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Dennis Hall: The value of outcomes over the cost of advice

15 July 2014

Focusing on the cost of advice can detract from the outcome for clients.

Comments (2)

More Adviser Views

Alistair Cunningham

Profile: Alistair Cunningham on specialising and why social media is like the man in the pub

10 July 2014 | By Amanda Newman Smith

Differentiation from other advisers is key for the Wingate FInancial Planning director. 

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Trade Body View

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IMA: It’s all about performance (data)

28 July 2014

Which share class should be used as the primary share class to calculate performance data in a post-RDR environment?

Keith Richards

Keith Richards: Govt must focus on addressing the protection gap

21 July 2014

With one of the worst protection gaps in Europe, what will it take to address the issue? 

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