Ascentric is now available to the whole intermediary market. The wrap started testing last August.
Royal Liver, Legal & General and Friends Provident have are on to the short list for a new treating customers fairly category which Lifesearch has introduced to its annual protection awards.The TCF award is based on providers’ overall fairness and honesty. It judges providers on factors including the publication of claims’ data, using clear and […]
It is always dangerous to read too much into short-term market movements. The way in which shares took off in the first few hours of trading in the new year made me wonder if I had missed something. Then we started to hand it all back again.
Bill McQuaker is head of multi-manager at Henderson Global Investors.
I noticed in a recent article on treating customers fairly that the FSA found that fewer than a third of advisers recommended debt repayment before other investment products. Am I right in thinking that in order to advise on debts such as credit card repayment, the adviser would need a consumer credit licence? Colin RodgerDirector, […]
It is one of the (very) few things Donald Trump and Hillary Clinton agree on: the cost of healthcare in the US must be brought under control. Simon Edelsten, manager of the Artemis Global Select Fund, explains what this means for investors. Click here to read the full article
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BMO Global Asset Management fund manager Robert Burdett has more than halved the exposure to passive funds in most of the multi-manager funds amid fears of a bubble in the market. Burdett, who co-manages the £1.2bn F&C MM Navigator Distribution fund with Gary Potter, says the team has been cutting exposure to passive funds across […]
Opinion differs as to what has caused the advice gap. Some believe the move from commission to fees has made advice unaffordable for the mass market, with advisers having to focus on wealthier clients for commercial reasons, while others say the trend was happening anyway, regardless of the RDR. For Simplified Money director Lesley James, […]
Sales of protection policies are back at peak levels, with the sector growing by more than 20 per cent in the past year, despite adviser complaints over protection’s lack of popularity. According to the latest figures from Equifax Touchstone, sales of protection policies surpassed £149m between July and September this year — their highest level […]