Alliance & Leicester head of intermediary sales Mark Blackwell has been made redundant after just four months in the role.
AIG is understood to be headhunting more protection specialists as it focuses on the UK advisory market.
It is hardly surprising that financial advisers continually cite product provider service as a key concern when you consider that many firms waste almost a day each week chasing basic information.
First Direct has temporarily stopped selling mortgages to new customers.
One in four advisers believe their clients fully comprehend the implications of inheritance tax, while 95 per cent say greater education and information is needed.Research by Close Investments shows more than half (54 per cent) of clients seek IHT guidance on all their assets, not just their homes. But 84 per cent of advisers say […]
Royal London Asset Management UK Equity Fund Managers Martin Cholwill and Richard Marwood look at the compounding effect of dividend growth for UK equities and how it drives returns over time. Read the article in full The value of investments and the income from them is not guaranteed and may go down as well as […]
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Sesame must compensate a client who complained she was missold a personal pension by one of the network’s former appointed representatives. According to a Financial Ombudsman Service decision, in 2002, Mrs P met with an adviser of a business that was at the time an appointed representative of Sesame. Following this meeting Mrs P agreed […]
Financial advisers need to engage in less systematic risk tolerance testing to position clients for high investment returns, according to risk profiling firm Oxford Risk. Speaking at a FinaMetrica/miPlanPlus event today, Oxford Risk head of behavioural finance Greg Davies says suitability across the industry is “rife with poor practice”. Davies says the most common adviser […]
The FCA is attempting to ban the boss of a debt management firm for allegedly using client money to purchase the business. Darren Lee Newton purchased First Step from former director Christine Whitehurst in 2013. The FCA argues he funded the deal through client money rather than out of his own pocket. Newton allowed more […]