The FSA has fined Select Mortgage Services £10,500 for poor financial promotions, inadequate sales processes and inappropriate systems and controls to manage its business.
Paul Kennedy, director of trusts & tax planning solutions at FundsNetwork, sets out the calculations that need to be made on discounted gift trusts
Amber Homeloans’ “china dolls” are setting off on a march across sections of the Great Wall. The team, from left, are Laura Tudgey, Carla Weatherall, Sarah Brewer and Gail Lloyd. They are braving the walk at an average altitude of 738 metres and have already raised more than £13,000 for their chosen charities.
Rensburg and Skandia’s UK best ideas vehicles have recorded top-quartile performance since their launches in autumn 2006.Rensburg’s UK manager focus trust reached its one-year mark on Tuesday, with the portfolio 28th out of 281 funds in the UK All Companies sector since launch, while Skandia’s version is 22nd out of 283 since its launch in […]
The RDR shows the FSA’s flawed thinking on raising industry standards
Despite the surprises the market always springs on investors, for the Loomis Sayles US Equity Leaders Fund, macro events are not a factor in its own decision making.
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It is encouraging to see the FCA close in on lazy fund management, but more needs to be done Without fanfare, the FCA has confirmed its intention to punish lazy fund management. Several groups have been persuaded into voluntarily compensating investors who bought their beta-posing-as-alpha products, otherwise known as closet trackers. The regulator suggests that […]
Ex-GBST man and FinoComp chief executive Ray Tubman on the need for a brave new world of interoperability Platforms running on proprietary technology often see this as a competitive advantage, even if it is expensive to run. But ex-GBST man and now FinoComp chief executive Ray Tubman does not believe outsourcing is the poor relation. […]
Ahead of speaking at Money Marketing Interactive in May, founder and director of The Yardstick Agency Phil Bray gives tips on how advisers can improve their public image and why the FCA should rethink their plans for the register On a scale of 1 to 10, how optimistic are you about the advice market for […]