Software provider 1st Software is launching an investor profiling software to help advisers assess their clients' appetite for risk, measured against their expectations for investment return.
IFA business Group 300 is in the first stages of developing an aggregating wrap platform that would allow IFA clients to transfer their own assets and view portfolio values online. Group 300 chief executive Chris Batten claims that the product will not remove the need for advisers and says it would be designed to help […]
Having become increasingly conscious of the recent commentary questioning the justification of IFAs getting renewable commission, Legal & General recently (inadvertently) made a very strong case to support its continuation. Having completed a mortgage for a new client last October and following our FSA authorisation in Dec-ember, I recently revisited the client to complete a […]
The Money Programme's second investigation into fraud in the mortgage market moves the spotlight from brokers to lenders, accusing them of turning a blind eye to flagrant abuse of self-certification and fast-track mortgages. The programme, broadcast on Wednesday night, shows the anger of brokers who feel that lenders are taking no responsibility for the problems […]
Type: Oeic Aim: Growth by investing passively in emerging markets excluding Russia, India and China Minimum investment: £100,000 Investment split: 100% in emerging markets excluding Russia, India and China Isa link: No Pep transfers: No Charges: Annual 0.5%Commission: None Tel: 029 7930 0000
Fiona Tait takes a closer look at the Department for Work & Pensions’ forthcoming review of automatic enrolment In December, pensions minister Richard Harrington announced the scope of the DWP’s forthcoming review of automatic enrolment (AE). The review will look at AE coverage, as well as the current thresholds and age criteria. In other words: […]
- Top trends
News and expert analysis straight to your inboxSign up
Latest from Money Marketing
Rathbones is re-branding its Recovery fund to remove the “ambiguous” term from its name while cutting the annual management charge to attract investment into the fund. The plans coincide with the fund’s co-manager Jo Rands’ decision to leave the firm to pursue interests outside the investment industry. Co-manager Alexandra Jackson will continue to run the […]
Investors should be aware of the changing stance of central banks but they should not become too pessimistic.
Mifid II will force fund managers to unbundle the costs of their investment research