Annuity sales “well below” 50 per cent of pre-Budget levels.
Adviser-owned wrap Nucleus has launched it annuity portal to the wider market on its platform following a pilot.
Number of financial advisers also down slightly since the beginning of the year.
Campaign to raise awareness of financial planning now in its seventh year.
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.
Interactive Investor has partnered with the Daily Telegraph to launch a new investment service, Telegraph Investor.
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 is set to launch a new biotech investment trust through his new venture next year.
The growing self-directed customer channel is as much threat to good financial planners as I am to Angelina Jolie.
The ex-FSA chief is poised to lead the Church of England’s proposed financial education initiative.
How “unbundled” should the investment industry go?
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.
Firms that have good relationships with both staff and clients have the most attractive business models.
Combining auto-enrolment services with financial wellbeing strategies is an untapped opportunity for advisers.
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
Weekly Adviser View
Just for once, it would be nice to see an initiative that saves people time, money and blood pressure.
Old-style language can encourage old-style thinking, which can hamper the way our profession develops.
Finding the compromise in non-dealing clauses.
MFP Wealth Management managing director says advice without qualifications felt like being a second-hand car salesman
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Trade Body View
Next April will bring significant change to the whole of retirement planning.
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.