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Advisers

News

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L&G hires Aviva Investors manager for multi-asset team

23 July 2014 12:30 pm | By Jon Yarker

Andrzej Pioch will work alongside the firm’s multi-asset team.

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Schroders Global Property Securities manager Rehlaender quits European Investors

23 July 2014 10:28 am | By Sam Macdonald

Rehlaender’s departure comes after Schroders announced it was taking the management of all Global Property securities funds in-house. 

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Kearney exits Aberdeen and hands over multi-asset reins to Swip duo

21 July 2014 4:23 pm | By Pamela Morris

SWIP’s Mark Harries and Simon Wood will now oversee Aberdeen’s multi-manager range as Aidan Kearney exits.

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Apfa slams FCA move to make advisers fund Budget guidance

21 July 2014 3:14 pm | By Tessa Norman

It is “inappropriate” for advisers to pay for the Budget guidance service, says Apfa

Comments (12)

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FCA: What Budget guidance will look like

21 July 2014 1:55 pm | By Steve Tolley

FCA reveals there will be no limit to how many times savers can use the service in retirement.

Bestinvest spot the dog 07/14

Bestinvest names SLI's Nimmo in Spot the Dog list for first time

19 July 2014 7:00 am | By Sam Macdonald

Three M&G funds made up 55 per cent of the £19.55bn assets on the Spot the Dog list.

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FCA could still surpass Mifid II on dealing commission

18 July 2014 1:00 pm | By Sam Macdonald

The FCA has confirmed it is set to make one asset manager pay redress to clients over improper use of dealing commission.

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FSCS widens net in Keydata legal battle

18 July 2014 12:20 pm | By Tessa Norman

FSCS seeks to make firms with claims against them of between £100k and £150k test cases in legal battle with advisers over Keydata.

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Opinion

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.

Claire Williams

Claire Williams: Why advisers shouldn't put long-stops in contracts

18 July 2014

With a lack of detail around the complaints long-stop and a potential Cobs breach not yet ascertained, advisers would be wise to act in accordance with there being no shelf life to their liability.

Comments (3)

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Kim North: FSCS needs to work harder to reduce costs

18 July 2014

Why is it so hard for the FSCS to ask the consumer for their sort code and account number and simply transfer the cash?

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Nic Cicutti: Advisers are like stroppy kids with simplified advice

17 July 2014

Anyone who is or has ever been a parent will know what it is like to inspire a young child to engage in worthwhile activities.

Comments (21)

Paul Resnick

Paul Resnik: Budget guidance puts advisers in role of question master

16 July 2014

What questions should advisers ask clients in the new world of flexible retirement?

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Phil Billingham: Making business plans in an uncertain world

15 July 2014

Business continuity plans address key risks and set out a protocol for dealing with unforeseen outcomes.

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Analysis

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Asset allocation: Brewin Dolphin looks to sell down US and UK equities

17 July 2014 | By Sam Macdonald

Brewin Dolphin head of research Guy Foster says noises coming from the respective governments of rising inflation will force a sale of holdings

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Weekly Adviser View

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)

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Tom Kean: Collective DC is yet another blow to simplification

7 July 2014

With new initiatives continually coming to market, it makes it even harder for the average consumer to understand the profession’s nuances.  

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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

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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Meeting the FCA's rules on costs disclosure

6 July 2014

The FCA has indicated increasing intolerance for non-compliance, so we are likely to see regulatory action if there is no improvement.

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