Latest

Take the BWD/Money Marketing adviser salary survey 2018

Last year, Money Marketing took a deep dive into how advisers are remunerated with an extensive reader survey. This year, we’re going even bigger and better, teaming up with recruitment consultancy BWD to bring you the definitive picture on pay. With your help, we hope to decode how qualifications, employment status,  geography, gender, job title and other […]

NMBA opens apprenticeship applications

The New Model Business Academy is opening applications for its apprenticeship programme this week. NMBA, part of SimplyBiz Group, was included on the register of apprenticeship training providers in March last year. In December, it received funding from the Education and Skills Funding Agency. SimplyBiz chair Ken Davy says the Government funding was lower than […]

Delivering advice and guidance in the workplace

Three advisers share their ideas and experiences of helping employees with their financial decisions The workplace is instrumental in engaging people to save for retirement. How are advisers helping employers provide advice or guidance to their employees? Telephone guidance Financial education provider and advice firm Wealth at Work recently launched a telephone guidance service to […]

Bentley-Graham-GBII-2013
4

Graham Bentley: Fund manager fees witch-hunt misses the point

The anti-fund manager invective is misdirected. They are as confused as platforms and advisers when it comes to calculations.  Managing advisory investment portfolios has never been straightforward. The requirement to disclose transaction fees may very well see their demise. In principle, I am an advocate for transparency. It promotes accountability, and, as a former SEC […]

Business-Growth-Drawing-Chart-Performance-700x450.jpg

Segregated mandates predicted to swell to £180bn in two years

The market for wealth manager and discretionary fund manager segregated mandates is predicted to more than double to £180bn in the next two years, which will further force transparency on investment fees, according to research from consultancy NextWealth. Currently, wealth manager segregated mandates account for around £86bn in assets, which NextWealth says represents approximately 12 […]

Antonio-Horta-Osorio-700x450.jpg
1

Failed Scot Wids Standard Life insurance merger talks behind £109bn blow

A breakdown in talks to merge Lloyds’ Scottish Widows arm with Standard Life’s pension and life insurance business led the high street bank to pull £109bn from the asset manager, according to reports. Last week, Standard Life Aberdeen shares fell 6 per cent on news Lloyds decided to end investment management arrangements with the asset manager on £109bn […]