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Advisers

News

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Foster Denovo sheds 15% of advisers in a year as four more partners quit

31 October 2014 9:57 am | By Samuel Dale

Foster Denovo has seen a string of high profile exits in recent months.

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'Don't let your guard down': Firms warned on inducements after FCA drops Partnership investigation

31 October 2014 8:20 am | By Samuel Dale

Regulator said to still be looking for “scalps” to send message to industry on inducements.

Comments (4)

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Schroder UK Growth trust appoints Julie Dean's successor

30 October 2014 3:21 pm | By Sam Macdonald

Philip Matthews has managed the £1.5bn Schroder UK Alpha Plus fund since Richard Buxton’s departure for Old Mutual in October 2013.

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TSC still has 'concerns' over FCA overcharging advice fee block

30 October 2014 11:45 am | By Samuel Dale

FCA chairman John Griffith-Jones says there will always be “winners and losers” to fee changes.

Comments (3)

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Isa boom pushes SJP to record funds under management

30 October 2014 9:10 am | By Sam Brodbeck

Funds under management at St James’s Place Wealth Management hit a record high at £49.1bn in Q3.

Comments (1)

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Nucleus appoints CFO from Adam & Co

30 October 2014 9:07 am | By Sam Macdonald

Doug Heron takes up the role of CFO in January and will be responsible for overseeing finance, risk and compliance at the platform provider.

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Labour raises pressure on Govt over £2bn pensions tax leakage

29 October 2014 3:58 pm | By Sam Brodbeck

MPs ‘profoundly worried’ about potential missing £2bn from Treasury coffers.

Comments (4)

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On-line Partnership rebrands as IN Partnership

29 October 2014 11:23 am | By Sam Brodbeck

Rebrand follows On-line Partnership Group Limited’s 2013 acquisition by Russell Investments.

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Opinion

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Unpacking the Sesame 'pay to play' debacle

31 October 2014

Terms dictated to providers by Sesame are nothing short of jaw-dropping.

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Robert Reid: A guidance manifesto

31 October 2014

There is still time to turn around low guidance take-up.

Comments (1)

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Nic Cicutti: MAS review needs to go back to basics

30 October 2014

Can Money Advice Service mark II deliver better financial education for consumers?

Comments (9)

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Will advice firms rush to sell as 'sunset clause' approaches?

24 October 2014

The impending sunset clause is set to fundamentally change the way advisers do business.

Comments (2)

Money Advice Service

MM leader: The MAS and its catalogue of failings

23 October 2014

The Treasury is full of praise for the organisations it has chosen to deliver the guidance guarantee - with one notable omission.

Comments (9)

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Nic Cicutti: Time for new adviser tactics after Treasury MAS snub

23 October 2014

Osborne has made things worse with his vague promises of guidance to support the pension reforms next year

Comments (6)

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Analysis

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Development focus: Why e-Learning is far from boring

31 October 2014

Innovative technologies mean there’s more to e-Learning than ‘tick box’ regulatory requirements

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Weekly Adviser View

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Tony Byrne: How to scare off a new client - talk about 'risk'

28 October 2014

As soon as you mention the word “risk” to a new client, they start to get nervous

Comments (6)

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Carl Lamb: The cost of regulation is getting out of hand

21 October 2014

Higher costs for advice firms could mean many people end up eschewing advice altogether

Comments (7)

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Dennis Hall: An alternative take on the MAS adviser 'ethics' fiasco

13 October 2014

Recently I might have said that I thought all financial journalists were unethical charlatans whose opinion could be bought by advertisers.

Comments (15)

More Adviser Views

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Profile: Pilot's Ian Thomas argues FCA should go faster on turning off trail

10 October 2014 | By Tessa Norman

Pilot Financial Planning managing director Ian Thomas discusses escaping the corporate world and finding his advice niche.

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Trade Body View

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Chris Hannant: Pension reforms bring major opportunities for advisers

20 October 2014

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

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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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Fund Data

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