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

Advisers

News

Money-Dollar-Bill-God-Trust-620x430.jpg

StanChart given high-risk client ban in $300m settlement

20 August 2014 9:00 am | By Michael Berry

Standard Chartered has been banned from dealing in US dollars with some clients following its $300m settlement with US regulators for poor action on money laundering.

Royal-Mail-2013-700.jpg

Govt decided against further Royal Mail sell-off

20 August 2014 8:58 am | By Sam Macdonald

Business Secretary Vince Cable and his advisors considered the sale of the remaining 30 per cent stake following its listing five months prior.

Careful-Research-Business-Finance-Paperwork-700.jpg

M&G's Woolnough takes equity exposure below 3%

19 August 2014 1:54 pm | By Jon Yarker

Elsewhere duration trimmed by 0.1 years.

Money-Coins-Pound-Currency-Close-up-700x450.jpg

Salmond says sterling could be used as 'transitional' Scottish currency

19 August 2014 11:50 am | By Pamela Morris

Scotland’s first minister remained adamant that sharing the pound in a formal currency union with the UK is still the “best” long-term option for the independent country.

Comments (3)

Cash-Money-Currency-700.jpg

Ex-Honister adviser jailed for five years over £85k theft

19 August 2014 11:08 am | By Michael Glenister

Stewart Sermon pleaded guilty to two counts of theft earlier this week.

Boardroom-Business-Chair-Executive-Corporate-700x450.jpg

Jupiter's Derek Pound to depart as Global Energy closes

19 August 2014 10:39 am | By Sam Macdonald

Pound has been with Jupiter since 1995 and is currently co-manager of the Jupiter Primadona Growth trust as well as a manager of the UK equity segment of the Jupiter Global Managed fund.

USA-Dollars-Bills-Cash-700x450.jpg

StanChart set to pay further $300m over anti-money laundering failings

19 August 2014 8:54 am | By Sam Macdonald

The latest allegations relate to failures to spot potentially illegal payments as a result of failings in its anti-money laundering checks.

Business-General-Handshake-Hire-Appointment-700x450.jpg

SimplyBiz hires Aviva workplace benefits manager

18 August 2014 11:21 am | By Michael Glenister

Tom Nall joins as director of workplace solutions.

Read more adviser news

Opinion

Cicutti-Nic-2014-MM-700.jpg

Nic Cicutti: Why Alan Lakey has got it wrong on PPI misselling

15 August 2014

Alan is well-known for his dislike of the FOS, which he repeats at regular intervals.

Comments (27)

David-Shelton-MM-Peach-700.png

David Shelton: Are you a specialist or generalist?

12 August 2014

Deciding whether to specialise or generalise requires analysis of your firm’s capabilities and the attractiveness of each market.

Carl-Lamb-MM-Peach-700.jpg

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)

McKenna-Ian-MM-2014-700.jpg

Ian McKenna: Let’s help consumers get real about savings

8 August 2014

We must be clear where the gaps are and ways in which they can be filled - one of the most crucial issues to address will be the interaction with suitability requirements.

Lakey-Alan-2014-MM-700.jpg

Alan Lakey: FOS needs to stand behind its power

8 August 2014

Show me another industry where rip-offs and deceit have been eradicated – politicians, regulators?

Comments (3)

Reid-Robert-2014-MM-700.jpg

Robert Reid: Regulation has lost sight of its objectives

8 August 2014

In the early days of RDR-speak, advisers were promised a regulatory dividend. That has yet to materialise and yet advisers are hauled over the coals for overpromising and underdelivering.

Comments (5)

Read more adviser opinion

Analysis

Technology-Buttons-Tech-Concept-Hand-700.jpg

The Platforum: How do advisers view the platform market?

11 August 2014

The Platforum asks advisers how they feel towards those platforms they are, or are not, currently using.

More adviser analysis

Weekly Adviser View

Carl-Lamb-MM-Peach-700.jpg

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)

Alistair-Cunningham-MM-Peach-700.jpg

Alistair Cunningham: Why I'm coming round to new pension freedoms

5 August 2014

With sight of the new rules I can consider my clients with a feeling of positivity.

Comments (3)

Scott-Gallacher-MM-Peach-700x450.jpg

Scott Gallacher: Back-office to the future

29 July 2014

While advising clients to invest for their own long-term future, apply the same rule and ensure that you invest in your own long term with a decent back-office system.

Comments (2)

More Adviser Views

Alistair Cunningham

Profile: Alistair Cunningham on specialising and why social media is like the man in the pub

10 July 2014 | By Amanda Newman Smith

Differentiation from other advisers is key for the Wingate FInancial Planning director. 

Read more adviser profiles

Most recent comments

View more comments

Trade Body View

Chris-Hannant-MM-Peach-700x450.jpg

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.

Nicola-Kembey-IMA-MM-Peach-700.png

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?

More from Trade Body View

Fund Data

Editor's Pick



Poll

Do you think other insurers will follow Legal & General and quit the ABI?

Job of the week

Latest jobs

View all jobs

Most recent comments

View more comments