23 February 2012
Chris Gilchrist says there is no easy answer for advisers on risk profiling pressures.
Questions raised over the future for Towry following last week’s court verdict.
Mark Dampier says part of a diversified portfolio should be exposed to gold.
Hargreaves Lansdown chief executive Ian Gorham says company trustworthiness and strength mean more than costs
Peter Le Beau says the protection market must keep focused on the competitive landscape.
You do not own clients, you earn them, and this remains true for as long as they want to continue to receive your advice.
We should look no further than dull British companies that pay consistent dividends.
So many firms assume they can rely on non-existent or ineffective contracts.
Both adviser firms have clients invested in the troubled Octopus protected EIS which is caught up in the Glasgow Rangers administration.
Baillie Gifford has warned it will soft-close its £421m emerging markets leading companies fund if it sees £10m of net inflows over the next 12 months.
Providers and advisers have warned The Pensions Regulator to avoid being overly prescriptive in its treatment of small defined-contribution schemes ahead of automatic enrolment.
Distribution Technology has added a new function to its Dynamic Planner system so advisers can more easily match clients’ individual risk profiles with risk-profiled funds.
Ernst & Young says the Towry/ Raymond James judgment supports its view that you cannot buy clients by acquisition.
Tony Wickenden says the Republican battle for the presidential election nomination is throwing some light on tax issues.
The FSA is set to probe the way distributors compile their restricted advice panels in the lead-up to the RDR, Money Marketing understands.
Standard Life says hitting high earners’ pension pots will not be enough to fund an increase in the income tax earnings threshold.
The IFS says employees auto-enrolled into pensions are likely to stick to default contribution rates and investment strategies.
Cedric de Fonclare plans to move 10 per cent of the £551m European special situations fund into cyclicals over the next six months.
Lloyds to split its offering between basic protection advice and a “financial planning” service.
Steve Baker wants directors of financial institutions to be forced to take personal liability for their firms’ losses.
Novia is offering a new financial modelling tool that will analyse clients’ financial requirements to achieve future lifestyle goals.
Cutting pension tax relief alone is unlikely to pay for Liberal Democrat demands to increase the personal income tax allowance to £10,000 in next month’s Budget.
Fraser Donaldson, Defaqto Insight analyst for funds, looks at why so many users are still switching platform
The Government is facing growing pressure to consider alternatives to Andrew Dilnot’s long-term care funding reforms.
Raymond James adviser Tom Spain says it would be a “tragedy” if more adviser firms look to impose non-dealing contract clauses in light of Towry’s failed court case.
Skandia is considering re-entering the critical-illness insurance market almost 18 months after pulling out of the sector.
Employment expert Alex Denny on the outcome of the Towy EJ Limited V Raymond James & Others court case.
Which? wants Santander capital is “safe” claim axed after £1.5m FSA fine.