This site uses cookies. By continuing to browse the site you are agreeing to our use of cookies. Find out more here.




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)


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.


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.


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.


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. 


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.


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)


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. 

Read more adviser news



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)


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)

Holly MacKay Peach 620x430

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)


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.


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)


MM leader: Chasing the holy grail on fund fees

20 November 2014

How “unbundled” should the investment industry go?

Read more adviser opinion



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


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)


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)


Neil Liversidge: A happy medium on non-dealing clauses

14 November 2014

Finding the compromise in non-dealing clauses.

Comments (3)

More Adviser Views


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

Read more adviser profiles

Most recent comments

View more comments

Trade Body View


Chris Hannant: Pension reforms bring major opportunities for advisers

20 October 2014

Next April will bring significant change to the whole of retirement planning.


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.

More from Trade Body View

AXA Wealth

The Budget: What do people really know?

Fund Data

Editor's Pick


Are you happy with the outcome on the Budget guidance adviser levy?

Job of the week

Latest jobs

View all jobs

Most recent comments

View more comments