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Advisers

News

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State Street cuts fees on passive range

30 September 2014 12:23 pm | By Sam Macdonald

State Street says the cuts have an average drop of 20 per cent.

Wonga profits slump by 53% in 2013

30 September 2014 12:12 pm | By Pamela Morris

The firm has been hit by £18.8m worth of “remediation costs” following a legal letter scandal.

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Axa Sipp head Nick Elphick departs in management restructure

30 September 2014 10:53 am | By Sam Macdonald

Axa Wealth has restructured its management team in a post-budget move which sees specialist Sipp and onshore division head Nick Elphick depart the firm.

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BlackRock looks to boost tracker range

29 September 2014 4:06 pm | By Beth Brearley

There are currently 18 UK-domiciled tracker funds under the BlackRock Collective Investment Funds umbrella.

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IMA: Retail fund sales halve between July and August

29 September 2014 3:41 pm | By Pamela Morris

Net retail sales fell to the lowest level since the start of 2013 while institutional funds posted outflows of £449m in August.

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Aberdeen outflows slow to £1.7bn

29 September 2014 9:55 am | By Pamela Morris

Redemptions at Aberdeen Asset Management dropped significantly from £8.8bn to £1.7bn in the two months to the end of August.

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HSBC Life outsources £1.8bn DC pension assets to Fidelity

29 September 2014 8:58 am | By Pamela Morris

The move by HSBC marks the biggest DC pension plan shift ever seen in the UK.

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Threesixty posts £195k profit after taking £150k Timebank stake

26 September 2014 3:16 pm | By Sam Macdonald

Support services provider Threesixty Services has posted a £195,000 pre-tax profit for the year ending 31 December 2013, a rise of 2 per cent from £192,000 in 2012.

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Opinion

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Tim Page: Kafka, MAS and anti-adviser outbursts

29 September 2014

The recent comments made by Sue Lewis and Caroline Rookes of the Money Advice Service will only hurt consumer interests.

Comments (8)

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Holly Mackay: Seven wonders of the fin tech world

29 September 2014

The firms that shone for Holly Mackay at the Finovate technology showcase in New York.

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Philippa Gee: Why Woodford is wrong to criticise fund managers

26 September 2014 | By Philippa Gee

Neil Woodford is still relatively new to the world of lower charges.

Comments (7)

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Chris Gilchrist: Don't ask clients what they can afford to lose

26 September 2014

Attitude to risk questionnaires do not help clients understand the consequences of a loss.

Comments (2)

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Nic Cicutti: Advisers wouldn't have changed without the FCA

25 September 2014

One of the things I find about Money Marketing is no matter how assiduously you read it, little gems slip through the net.

Comments (18)

Mel Kenny

Mel Kenny: The D2C advice robots have arrived

23 September 2014

The isolating world of the robot will take what we do not want but give back to us people pleading to deal with us.

Comments (4)

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Analysis

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Linda Smith: Advising cross border within the EU

25 September 2014

In the coming years, we are likely to see the debate about the UK’s place in the European Union intensify.

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Weekly Adviser View

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Scott Gallacher: It's not profitable to just serve Joe Public

30 September 2014

For some advisers, auto-enrolment is a double-edged sword.

Comments (1)

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Neil Liversidge: Don't be afraid to sack mad and bad clients

26 August 2014

My golden rule is that I deal only with clients I like.  

Comments (7)

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Pete Matthew: Gabriel - archangel of misery

26 August 2014

Three hours I have spent wrestling with Gabriel, bringer of despair, who demands pointless information just to keep someone in Canary Wharf in a job.

Comments (47)

More Adviser Views

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Profile: George Critchley on online advice and why it's good for DFMs to talk to clients

5 September 2014 | By Amanda Newman Smith

True Bearing Chartered chairman George Citchley talks about filling the advice gap and outsourcing through discretionary fund management.

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Trade Body View

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Chris Hannant: Govt has shot itself in the foot on guidance

11 August 2014

I applaud the Government’s ultimate policy aim, but in terms of achieving their objective, the latest report looks like shooting themselves in the foot.

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IMA: It’s all about performance (data)

28 July 2014

Which share class should be used as the primary share class to calculate performance data in a post-RDR environment?

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