Assureweb accounts
In last week’s edition of Money Marketing, we stated that Assureweb’s accounts were three months late. This is not the case. All accounts and returns are appropriately filed at Companies House.
Hedge fund reveals distressed mortgage appetite
A US hedge fund has revealed that its main acquisition target is now distressed, under-valued mortgage debt.
Own goals
At a time when the number of purely acquisitive IFA businesses appears to be increasing, it brings up an important question for every adviser to consider – who owns a client?
Banks expected to set their own exams to ward off poaching
Raising minimum qualification requirements for the sales advice channel to QCA level four will not provide a good source of recruits to the advice sector, says Money Portal head of distribution strategy Alan Easter.
RDR roundabout
The RDR merry-go-round keeps turning. Off come basic advice and the sole options of sales or independent advice, and on jump “sales advice” and “guided sales”.
Nobody expects the Spanish Inquisition
Paul Fidell, Head of Business Development (Investments), writes about one of the primary challenges for those involved in estate planning. He looks at dealing with investment uncertainty in these low growth, low inflation but still volatile investment conditions. Protection of capital, to leave something for beneficiaries, is a fundamental objective of many people’s plans for […]
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Can a healthier body really lead to a healthier mind?
There are growing signs that positive lifestyle decisions taken now could lead to positive effects on mental capacity in later life. Vitality’s Deepak Jobanputra examines the emerging evidence.
Amyr Rocha-Lima: Why HR officers should be your next business relationship target
Being the dedicated adviser to the employees of local businesses will boost your reputation and grow your firm Taken at face value, the roles of financial planner and HR officer may not appear to have much in common. Yet, the two can dovetail perfectly in some situations. The most obvious benefit is when it comes […]
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Are DFM deals really taking risks off advisers?
Advisers must be able to trust their discretionary fund manager as decisions that backfire could still be the advisers’ responsibility, experts say. In the latest edition of Money Marketing’s series of live debates, MM Wired, gbi2 consulting director Graham Bentley, Signpost Financial Planning chartered financial planner Nigel McTear, Charles Stanley senior investment manager Will Walker-Arnott […]