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Partnership banks on US launch and DB deals to counter Budget blow

26 November 2014 10:09 am | By Sam Brodbeck

Annuity sales “well below” 50 per cent of pre-Budget levels.


Nucleus rolls out annuity portal after pilot

25 November 2014 2:46 pm | By Sam Macdonald

Adviser-owned wrap Nucleus has launched it annuity portal to the wider market on its platform following a pilot.


FCA reveals 11% fall in bank adviser numbers

25 November 2014 9:35 am | By Tessa Norman

Number of financial advisers also down slightly since the beginning of the year. 

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Financial Planning Week: How advisers are spreading the word

24 November 2014 3:48 pm | By Tessa Norman

Campaign to raise awareness of financial planning now in its seventh year. 


FCA warns of continuing conflicts on in-house investment models

24 November 2014 3:33 pm | By Sam Macdonald

A number of wealth management firms and private banks are continuing to fail in monitoring how their in-house investment propositions are being used by clients, an FCA thematic review has found.

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Telegraph links with Interactive Investor for direct platform launch

24 November 2014 11:26 am | By Sam Macdonald

Interactive Investor has partnered with the Daily Telegraph to launch a new investment service, Telegraph Investor.

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Old Mutual Wealth sets out bulk conversion plans

24 November 2014 9:25 am | By Sam Macdonald

Old Mutual Wealth has set out its bulk conversion plans on its platform which will see it undertake the first switches in February 2015.


Neil Woodford to launch biotech investment trust

24 November 2014 8:37 am | By Sam Macdonald

Neil Woodford is set to launch a new biotech investment trust through his new venture next year.

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Holly Mackay: Lazy thinking on the D2C market

26 November 2014

The growing self-directed customer channel is as much threat to good financial planners as I am to Angelina Jolie.


Tom Baigrie: Could this be Hector Sants’ redemption?

21 November 2014

The ex-FSA chief is poised to lead the Church of England’s proposed financial education initiative.

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MM leader: Chasing the holy grail on fund fees

20 November 2014

How “unbundled” should the investment industry go?


Nic Cicutti: Advisers don't always earn client trust

20 November 2014

One thing I have learned since I started writing about financial services is one should never question the bond of trust between adviser and client.

Comments (12)


Chris Davies: Showcasing the value of relationships

19 November 2014

Firms that have good relationships with both staff and clients have the most attractive business models.


Ian McKenna: Auto-enrolment and financial fitness

17 November 2014

Combining auto-enrolment services with financial wellbeing strategies is an untapped opportunity for advisers.

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Asset allocation: Charles Stanley sticks with UK but shies from retail

20 November 2014 | By Sam Macdonald

With UK equities currently making up 38 per cent of the portfolio, Charles Stanley says its high-conviction approach of 15 UK stocks puts importance on each stock’s performance

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Weekly Adviser View


Tom Kean: 'Secure' emails are anything but secure

25 November 2014

Just for once, it would be nice to see an initiative that saves people time, money and blood pressure.

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Stephen Womack: Life offices are clinging to the past

18 November 2014

Old-style language can encourage old-style thinking, which can hamper the way our profession develops.

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Neil Liversidge: A happy medium on non-dealing clauses

14 November 2014

Finding the compromise in non-dealing clauses.

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Profile: Adviser Justin King on 'flogging policies' vs financial planning

13 November 2014 | By Tessa Norman

MFP Wealth Management managing director says advice without qualifications felt like being a second-hand car salesman

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Trade Body View


Chris Hannant: Pension reforms bring major opportunities for advisers

20 October 2014

Next April will bring significant change to the whole of retirement planning.


Robert Sinclair: Buy-to-let traps

10 October 2014

The decision by the Treasury to regulate buy-to-let loans where there is an accidental landlord is a clever sleight of hand to capture the smallest niche possible.

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