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Advisers

News

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MGM Advantage enters drawdown market

28 November 2014 2:08 pm | By Sam Brodbeck

Adviser-led Retirement Account allows savers to combine annuities and flexi-drawdown in one product.

Comments (1)

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Eurozone inflation falls to 0.3%

28 November 2014 10:54 am | By Sam Macdonald

Euro area inflation fell to 0.3 per cent in November, from 0.4 per cent in October, according to the latest flash estimate by Eurostat.

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Chris Gilchrist's FiveWays links with Parmenion for new proposition

28 November 2014 9:25 am | By Sam Macdonald

Chris Gilchrist’s FiveWays Financial Planning has teamed up with discretionary model platform provider Parmenion for the launch of its new investment proposition.

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Japan core inflation falls to 0.9%

28 November 2014 8:36 am | By Sam Macdonald

Japanese core inflation fell to a 13-month low of 0.9 per cent in October with not long to go before a vote on a rise in sales tax.

Eureka

Financial Planning Week and beyond: The new wave of adviser innovation

28 November 2014 8:30 am | By Tessa Norman

Advisers using documentaries, seminars and writing books to reach out to new and existing clients. 

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Ex-Lloyds FD joins Alliance Trust board

28 November 2014 8:19 am | By Sam Macdonald

Alliance Trust has appointed former Lloyds Banking Group insurance division finance director Gregor Stewart as non-executive director.

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FCA to scrutinise non-advised drawdown

27 November 2014 1:18 pm | By Sam Brodbeck

Regulator to investigate non-advised drawdown and reveals ‘output document’ in updated standards for guidance guarantee.

Comments (5)

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FCA reveals 11% fall in bank adviser numbers

27 November 2014 | By Tessa Norman

Number of financial advisers also down slightly since the beginning of the year. 

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Opinion

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Robert Reid: Get your teeth into adding value

28 November 2014

A single investment charge will make it even more challenging for advisers to justify their value.

Comments (3)

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MM leader: Aviva/Friends merger would be no mean feat

27 November 2014

The joint corporate statements shone a light on just how advanced the deal was.

Comments (1)

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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.

Comments (8)

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Dennis Hall: Attack of the clones

24 November 2014

Stop following everyone else’s agendas and take a good look at what it is you want to achieve.

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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?

Read more adviser opinion

Analysis

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Tony Wickenden: Should the settlor settle up?

28 November 2014

Tax on charges for initial advice when setting up a trust can be a complicated business

More adviser analysis

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 (5)

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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: Tony Yousefian looks back on an eventful year

28 November 2014 | By Sam Macdonald

Tony Yousefian takes stock on an eventful year for his CV

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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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