Some lenders have raised their procuration fees in recent weeks, but distributors argue they still do not reflect the broker workload.
Can tax relief or auto-enrolment boost income protection?
The Architas Multi-Asset Active Intermediate Income fund beat its benchmark last year by being “less wrong” on the duration trade, manager Caspar Rock says.
Industry experts say a combination of lower funding costs and regulatory restrictions have led to a surge in the number of 10-year fixed rate deals.
Does your vision of your company match with that of your staff and clients?
The Certificate in Pension Scheme Member Guidance was designed for administrators but could also be useful for paraplanners and advisers.
Intelliflo appears to have cracked the issue of how to deliver digital relationships that complement traditional services.
The countdown is on to the implementation of the new pension freedoms.
Delivering consistent dividend growth can underpin a company’s share price throughout times of wider market volatility.
There will be reasons for both optimism and concern this year.
How should firms deal with a request and the potential consequences?
Experts have raised the alarm over the widening gap between lenders’ procuration fees after the FCA warned it could intervene in the market.
At first glance, enterprise investment schemes seem a nightmare for the small IFA.
The introduction of adviser charging has changed the way important data should be collected.
Losing trail commission could have far-reaching consequences for small advice firms and their clients.
The manager of the group’s £1.43bn MM Diversity fund has been battening down the hatches by slashing his equity exposure.
In a year when attention shifted back towards emerging markets it was India that led the way.
Brokers argue increases in standard variable rates in recent years could stimulate the remortgage market.
Insurance companies, Sipp providers and investment managers will be chasing the same money from April. But what’s in it for the consumer?
A small pot withdrawal preserves a greater level of tax planning opportunities
The Premier Multi-Asset Monthly Income fund is underweight US equities and missed this year’s long duration trade, but it has trebled in size this year.
You have to look sufficiently long term to be able to see your strategies come to fruition
The big challenge will be not paying too much for yield.
Support services firm Aim Two Three is helping advisers drill down into the discretionary fund management market
A ‘new way’ for advisers to receive payments from life companies without triggering a surrender is not all it seems
But is transparency only a problem for the non-advised market?
The Autumn Statement has closed off the final loophole enabling investment in subsidised renewables within a tax shelter like EIS or VCT.
Certain aspects need serious consideration as we look to 2015 and beyond
Investors would be better off in the lesser-known trusts run by certain high profile open-ended fund managers
Close Brothers Asset Management’s Self-Directed Service is well positioned for the long and winding consumer journey
Whitechurch Securities has battened down the hatches on its Income & Growth portfolio to protect against the volatility surges it expects will continue.
Income-seeking investors would do well to look at the alternative plays on offer in the investment companies space
The protection industry is at the mercy of its own complacency.
Tax on charges for initial advice when setting up a trust can be a complicated business
Soft compulsion could boost income protection take-up and cut costs to the welfare state. But is it viable?
Investors hunting for high-yield income while avoiding capital loss from rising interest rates have two recent launches to mull over
It is important to consider the tax consequences where a provider pays an adviser on the client’s behalf
With UK equities currently making up 38 per cent of the portfolio, Charles Stanley says its high-conviction approach of 15 UK stocks puts importance on each stock’s performance
The lessons to be learned from the regulator’s recent decisions on inducements
Is self-employment the way to bring more women into financial services?