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Advisers

News

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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.

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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.

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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. 

Comments (4)

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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. 

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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.

Comments (1)

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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.

Comments (1)

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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.

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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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Opinion

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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.

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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.

Comments (9)

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MM leader: Chasing the holy grail on fund fees

20 November 2014

How “unbundled” should the investment industry go?

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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)

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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.

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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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Analysis

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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

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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.

Comments (4)

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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.

Comments (3)

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Neil Liversidge: A happy medium on non-dealing clauses

14 November 2014

Finding the compromise in non-dealing clauses.

Comments (3)

More Adviser Views

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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

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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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