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Advisers

News

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Cameron: UK will not pay 'unacceptable' £1.7bn EU bill

24 October 2014 3:21 pm | By Sam Macdonald

Prime Minister David Cameron has insisted the UK will not pay the £1.7bn demanded by the European Union by next month.

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SLI to close Ignis China fund

24 October 2014 8:58 am | By Sam Macdonald

The Sicav is managed by Magdalene Miller and has a four star FE rating.

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Axa Wealth assets hit £27bn as platform AUA jumps 28%

24 October 2014 8:47 am | By Michael Berry

Axa Wealth grew its assets under management by 10 per cent to £27bn in the year to 30 September.

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Morningstar: Investment trust monthly reports increase four-fold

23 October 2014 4:24 pm | By Sam Macdonald

The number of investment trusts reporting portfolio holdings on a monthly basis has more than quadrupled to 122 over the last two years.

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Should the MAS be scrapped? Jackie Spencer and Martin Bamford go head-to-head

23 October 2014 1:37 pm

This week’s Money Marketing cover story focuses on the future of the Money Advice Service.

Comments (11)

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Old Mutual Property fund to merge into Henderson UK Property

23 October 2014 10:38 am | By Sam Macdonald

Old Mutual is looking to merge its £437m Old Mutual Property fund into the £2.25bn Henderson UK Property fund.

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FCA seeks to ban and fine adviser £290k for 'lack of integrity'

23 October 2014 10:19 am | By Samuel Dale

Paul Reynolds is accused of not being a fit and proper person to be a regulated adviser.

Comments (11)

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Fading away: Is the MAS being erased from Treasury thinking?

23 October 2014 8:30 am | By Samuel Dale

Now the Treasury has excluded the Money Advice Service from its pensions guidance plans, is there any point in the quango carrying on?

Comments (14)

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Opinion

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Will advice firms rush to sell as 'sunset clause' approaches?

24 October 2014

The impending sunset clause is set to fundamentally change the way advisers do business.

Comments (1)

Money Advice Service

MM leader: The MAS and its catalogue of failings

23 October 2014

The Treasury is full of praise for the organisations it has chosen to deliver the guidance guarantee - with one notable omission.

Comments (9)

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Nic Cicutti: Time for new adviser tactics after Treasury MAS snub

23 October 2014

Osborne has made things worse with his vague promises of guidance to support the pension reforms next year

Comments (6)

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Robert Reid: MAS guidance needs the voice of experience

17 October 2014

Soft skills and scrutiny are key to the delivery of guidance.

Comments (9)

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Neil Liversidge: Apfa attacks are straight from Life of Brian

17 October 2014

Discussions about Apfa have reached boiling point.

Comments (20)

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MM leader: The sharp practice of 'non-advised' sales

16 October 2014

“If it looks and feels like advice, it probably is advice.” So said FCA technical specialist Rory Percival back in April 2013.

Comments (5)

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Analysis

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Does charity begin at donor-advised funds?

23 October 2014 | By Amanda Newman Smith

Donor-advised funds are big in the US but relatively new to the UK

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Weekly Adviser View

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Carl Lamb: The cost of regulation is getting out of hand

21 October 2014

Higher costs for advice firms could mean many people end up eschewing advice altogether

Comments (7)

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Dennis Hall: An alternative take on the MAS adviser 'ethics' fiasco

13 October 2014

Recently I might have said that I thought all financial journalists were unethical charlatans whose opinion could be bought by advertisers.

Comments (15)

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Alistair Cunningham: Working up to a managed exit

7 October 2014

Does the retirement of baby boomers also present a threat as many financial practices risk wind-down rather than a managed exit and succession plan?

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Profile: Pilot's Ian Thomas argues FCA should go faster on turning off trail

10 October 2014 | By Tessa Norman

Pilot Financial Planning managing director Ian Thomas discusses escaping the corporate world and finding his advice niche.

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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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