Recommended

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Platforum: The truth behind what clients will pay for advice

One of the biggest opportunities for advisers is offering retirement advice. But many advisers have found it difficult to profitably offer advice to any but the wealthiest of clients. New research from Platforum reveals investors are willing to pay an average of £800 as a one-off fee for advice when faced with a major financial […]

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FCA levels playing field for investment trusts with Mifid II decision

The Association of Investment Companies has welcomed the FCA’s decision not to consider investment company shares to be automatically “complex” under Mifid II. The AIC says the suggestion that investment trusts should fall under this definition had put them at a competitive disadvantage to other investment products. Retail investors in complex products must be assessed for “knowledge […]

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FTSE positive as Clinton tops Trump in debate

Hillary Clinton was the winner of the first presidential debate, according to global markets, with the FTSE regaining some of Monday’s losses in early trading. The FTSE 100 was up 0.5 per cent in early trading reaching 6,849, in contrast to yesterday when it fell 1.3 per cent partly due to market nerves about the first […]

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Ex-Financial Ltd adviser under fire over missing £500k redress

A former Financial Ltd adviser has failed to pay around £500,000 in compensation to clients after recommending they buy into an unregulated collective investment scheme investing in waste and recycling. The Sunday Times reports MFS Partnership partner Paul Herd owes David and Sheila Solomon a total of £497,177 after a Financial Ombudsman Service decision ruled […]

Tax year-end planning with the family

From the Technical team at Prudential Let’s face it, many aspects of financial planning involve a lot of technical detail. At our face-to-face events, we’ve had great success bringing these technical topics to life through the use of practical case studies. Meet the family Prudential’s Planning Matters hub brings together a fictional family and explores […]

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