Less than half of mortgage advisers think business will improve in the last quarter of 2009. A survey by Legal & General found the majority of mortgage advisers feel less confident about the last three months of 2009 than they in previous quarters.
Mortgage approvals from the high-street banks rose again in July as figures hit a 17-month high. The British Bankers’ Association says approvals stood at 38,181, up by 7.4 per cent from June and 77 per cent higher than a year ago.
Different growth cycles require different investment strategies. In this short video, Trevor Greetham, Head of Multi Asset at Royal London Asset Management, explains how he implements this across the RL GMAPs using the Investment Clock. Click here
Ahead of his appearance at Money Marketing’s flagship conference, Money Marketing Interactive, this April, Helm Godfrey chairman Danby Bloch looks at getting graduates into advice and making adviser the ‘go-to gurus’ of finance What should we be doing to get more new advisers into the profession? There’s no quick fix, but there are lots of […]
The way centralised investment propositions run today is far from perfect. So where do we go from here? There should be a name for the rule of thumb that says, just as the retail financial services industry reaches some consensus that something should be done a certain way, it all starts falling apart. In fact, […]
A look at the important take-aways from the senior manager regime’s previous implementation for those beginning their own preparations The forthcoming extension of the Senior Managers & Certification Regime represents the next major regulatory change that gets to the heart of a firm’s culture, governance and operational considerations. SM&CR implementation will not be a one-time […]