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Moneyhub signs integration deal with Intelliflo

Technology provider Moneyhub will now use Intelliflo’s application programming interface for its advisers. Integration onto the API will allow for advisers to access real-time information of client’s managed pensions and investments. Advisers will also be able to link investments they manage and see clients’ spending and savings patterns. The Big Interview: Moneyhub chief executive on […]

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AJ Bell adds to passive range with global growth fund

AJ Bell is expanding its passive range to target a higher expected return for investors with a new global growth fund. AJ Bell launched its first range of own-brand funds last year with five risk-targeted multi-asset passive funds. The platform and Sipp provider said it has launched the Passive Global Growth fund in response to […]

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Advisers pinpoint growth segments post-freedoms

Just over two-thirds of advisers expect most business to come from at-retirement clients with assets ranging from £100,000 to £250,000 this year, according to research from consultants AKG. The online survey of 100 advisers conducted in March looks at how advisers are dealing with the opportunities and challenges of pension freedoms. It is one of […]

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Has the FCA forgotten about the advice gap?

Robos came under fire this week, with an FCA review finding serious failings in terms of suitability and disclosure. Adviser comments soon followed, praising the regulator for finally getting tough on automated advice. Here are a few extracts from the FCA: Some firms did not make clear whether their service was advised, non-advised, discretionary or […]

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Fidelity defends harassment complaint as legal battle set to continue

An internal investigation has found that a Fidelity International director did not bully or harass one of the firm’s employees. Legal action could still continue, however, as both the employee and company contest each other’s claims. Money Marketing reported last month that Fidelity had opened an investigation into a senior manager after an associate director […]

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Editor’s note: Orphaned clients are safe… for now

It’s amazing how strongly the subject of commission still inflames adviser passions. The debate is obviously far more nuanced than many give it credit for. Legacy pensions flogged only because of the commission they paid can hardly be put in the same ballpark as vital protection products that simply would not be commercially viable to […]