Cormac Weldon reviews the first year of Artemis’ initial three US funds, and where he sees things going from here.
Partnership will launch a “low-cost” guaranteed drawdown product next month as the provider attempts to adapt its offering following the introduction of pension freedoms in April. The product, called the Enhanced Retirement Account, will allow savers to combine a guaranteed annuity income with flexi-access drawdown through a single Sipp wrapper. Customers can invest in eight […]
The Sunday Times has attempted to shine a light on the charging structure of St James’s Place after readers voiced concerns that its advice charges were not transparent. The newspaper featured a story last month looking at indicative costs for advice among the largest firms. At the time SJP told The Sunday Times the newspaper […]
The FCA has banned and fined former Keydata finance director Craig McNeil £350,000. Keydata designed and sold investment products to retail investors via IFAs. The products were underpinned by Keydata’s investment in bonds issued by Luxembourg special purpose vehicles, including one called SLS Capital. Following Keydata’s administration in June 2009, its administrators discovered that SLS […]
The robo-advice market looks set to explode in the UK, with investment giant BlackRock and Hargreaves Lansdown among the firms developing low-cost offerings to plug the post-RDR advice gap. However, it remains unclear exactly how the growing market for technology-driven solutions will interact with traditional face-to-face advice. Will robo-advice complement advisers’ existing propositions, or does […]
The fastest growers in the Artemis Global Select Fund this year were also the largest companies, Amazon and Nike. Simon is looking to buy more like them in 2016.
- Top trends
- Top trends
- Revealed: The FCA’s findings on ongoing advice
- How much are advisers charging for pension transfers?
- Lifetime allowance 2018/19 increase confirmed but pensions absent
- ATS staff departures continue as platform commits to improved adviser experience
- SJP trainee adviser banned and fined for faking qualifications
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As the outlook for the UK’s economy remains uncertain, how can advisers prepare portfolios for any change in inflation? As higher inflation fails to appear on the horizon and wages grow faster than expected, fund managers are weighing up their portfolio moves for any potential changes in the economy. The UK consumer prices index rose […]
IFA directors Kevin and Cheryl Neal have been banned from being company directors by the Insolvency Service for six and four years, respectively. The married couple ran the now-defunct Hertfordshire-based Kevin Neal Associates Wealth Management. They were disqualified for taking assets from an insolvent company. The firm had been incorporated to take over the business interests […]
Hartley Pensions has bought the “untainted” assets of the Lifetime Sipp Company, which went into administration earlier this year. An update published today on the website of Lifetime’s administrators Kingston Smith & Partners says Hartley Pensions has also agreed to administer the tainted Sipps held by Lifetime Sipp. The administrator described tainted assets as those where […]