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Kim North: Let’s move away from ‘jobs for the boys’

Last week, the excellent Money Marketing Interactive Harrogate event took place, where I was fortunate enough to be part of the panel on diversity in advice. Last week also saw the 10th anniversary of the Lehman Brothers’ collapse. “If it had been Lehman Sisters rather than Lehman Brothers, the world might look a lot different […]

Pile and a stack of coins with technical chart of financial instruments. A concept about currency trading or investing which investors must analyse and make the right decision for optimal profits.

Pension transfers fall to £8.2bn in Q2

The total value of pension transfers fell from £10.6bn in the first quarter of the year to £8.2bn in the second quarter, the latest figures from the Office for National Statistics show.  According to AJ Bell, this is the first drop in value of pension transfers since the second quarter of 2016. The figures coincide with […]

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Soft Brexit could see strong pay-off for value investors

Investors in value stocks and sectors will see value investing pay off if the UK is able to negotiate a soft Brexit deal, according to experts. Speaking at a Money Marketing  Wired debate this morning, part of The UK Edge, investment specialists touted the benefits of the overlap between growth investing and value investing as market […]

Phil Wickenden

Phil Wickenden: Financial planning is about more than what you know

As legislators and regulators across Europe – Brexit bit between their teeth – are poised for all sorts of eventualities, advisers can at least rest assured change is the constant on which they can depend. But in the midst of seemingly constant flux, it can become easy to bow to what is insisted upon and […]

Brooks Macdonald in-house advice a ‘major introducer’ of funds into DFM

Discretionary fund manager Brooks Macdonald has said that its in-house financial planning business remains a “major introducer” of funds into its investment solutions. Brooks offers independent, whole of market financial advice, along with managed portfolio services, multi-asset model portfolios, and bespoke investment options. In Brooks’ annual results released this morning, it says it is committed […]

IFAs want more clarity on ESG products

IFAs want more clarity on environmental, social and governance investment products to be able to better communicate them to clients. A HSBC Global Asset Management survey of over 200 UK IFAs found that 57 per cent would like more ratings for ESG products. Concerns over diversity, human rights, consumer protection, and animal welfare are the […]