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Advisers

News

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Apfa: Guidance guarantee would cost advisers 5% of profits

18 September 2014 11:18 am | By Tessa Norman

Disproportionate cost for advisers undermines guidance proposals, says Apfa. 

Labour Budget

Is Labour preparing to overturn George Osborne's pensions revolution?

18 September 2014 8:30 am | By Tom Selby, Samuel Dale

Insurers have held behind-closed-doors meetings about the political risk attached to Chancellor George Osborne’s pension revolution.

Comments (16)

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Openwork acquires MetLife's 930-strong protection network

17 September 2014 3:00 pm | By Michael Glenister

Transition to Openwork set to take place in November.

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Brooks Macdonald FUM jumps 28% to £6.5bn

17 September 2014 2:54 pm | By Pamela Morris

The group’s annual report shows FUM rose to £6.55bn from £5.11bn a year previous, with over £1bn driven by organic growth.

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Axa Wealth to launch new restricted fund range

17 September 2014 12:51 pm | By Sam Macdonald

Axa will launch a three-part investment offering made up of the Architas risk-rated multi-asset proposition.

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Sense promotes Steve Young to chairman

16 September 2014 2:57 pm | By Michael Berry

Sense Network has appointed commercial director Steve Young chairman of the company.

Comments (1)

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UnderwriteMe launches with four providers

16 September 2014 2:43 pm | By Devraj Ray

Software provides price estimates, underwritten quote comparisons and additional benefits at point of sale.

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Architas cuts charges on multi-asset passive range

16 September 2014 10:41 am | By Sam Macdonald

Architas cuts ongoing charge on multi-asset passive range and up front charge on its 0 per cent AMC share class.

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Opinion

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Richard Leeson: RDR poses pitfalls for asset gatherers

16 September 2014

The asset-gathering business model is a potential cause for concern, particularly when it comes to product suitability

Comments (2)

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Tom Kean: Providers are using advisers as unpaid data entry clerks

16 September 2014

How hard can it be for the various life offices left out there to make our lives just a bit easier once in a while?

Comments (6)

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Paul Kennedy: Beware tax penalties on pension advice charges

15 September 2014

Facilitating advice charges through pensions can have tax advantages but make sure you comply with the rules.

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Nic Cicutti: Avoiding the pensions equivalent of Arch cru

11 September 2014

Advice on DB to DC transfers will always be a minority sport.

Comments (1)

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MM leader: Interesting twist to provider suitability role

11 September 2014

The FCA and its predecessor have long been banging the drum about the importance of due diligence and assessing suitability.

Comments (4)

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Chris Davies: What's your financial advice strategy?

10 September 2014

Advisers and financial planners face tough decisions when managing the future direction their businesses should take.

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Analysis

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Asset allocation: 7IM swaps European equities for US exposure

16 September 2014 | By Sam Macdonald

The majority of the surplus has been allocated to US equities which are increasingly attractive against the current political unrest in Europe

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Weekly Adviser View

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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)

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Carl Lamb: Advisers are in denial over trail switch-off

12 August 2014

Will your advice model become extinct or survive among the fittest?  

Comments (18)

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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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Fund Data

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