Sam Shaw

Freelancer

Can advisers really beat the market downturn?

This summer saw the S&P 500 rule headlines for enjoying the longest-running bull market in history. Yet, as per the old adage, what goes up inevitably comes down, and it is the job of advisers to manage clients’ portfolios accordingly – either directly or via the third-party investment services they use. A crude assumption might […]

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How much are advisers charging for pension transfers?

Defined benefit pension transfer charges are being put under the microscope again as the regulator turns over more potential conflicts of interest. With the British Steel Pension Scheme the latest to dominate headlines and the FCA ready to interrogate further as it extends its review to include all firms authorised to give pension transfer advice, […]

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PFS to consult on exams approach after industry backlash

The Personal Finance Society is planning to consult with members of the broader training community to ascertain the best way forward with training and exam delivery. As the Chartered Insurance Institute reversed its position on forcing the combined purchase of its exam and revision packages last week following industry criticism, PFS chief executive Keith Richards […]

Aberdeen Standard Investments and Big Issue partner for impact fund

Big Issue Invest has partnered with Aberdeen Standard Investments to launch its first equity vehicle, the UK Equity Impact–Employment Opportunities fund. Managed by investment director Lesley Duncan, the fund will invest in companies that promote and implement good employment opportunities and practices, the firm says. The portfolio will typically comprise companies where at least 50 […]

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Dynamic Planner adapts risk tools to meet Mifid II demands

Risk profiling and financial planning tool Dynamic Planner has redesigned its risk assessment questionnaire to better meet Mifid II requirements around suitability. The process, which was launched at the firm’s annual conference on Wednesday (31 January), will now include 15 psychometric attitude to risk questions and will focus less on people’s general understanding of finance. […]

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Which funds have outperformed in January?

Asian, emerging market equity and technology funds have dominated fund performance for the first month of the year, according to figures from the Investment Association. January statistics showed the China/Greater China, Japanese Smaller Companies and Global Emerging Markets outperforming their western-based counterparts, with a respective 4.56 per cent, 2.37 per cent and 2.34 per cent […]

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CII U-turns on ‘all-inclusive’ exam packages

The Chartered Insurance Institute has reversed its position on forcing the combined purchase of its exam and revision packages. The CII has faced widespread criticism of its decision in recent weeks to introduce a new “all-inclusive” unit of exam, study guide and online study tool, RevisionMate, accused of stripping advisers of choice over how they […]

Consolidator ups ‘war chest’ for advice firm acquisitions

Worcestershire-based AFH Group has increased its latest rights issue from £15m to £17.5m to meet investor demand. Just two days after its latest acquisition announcement – confirming the purchase of Colchester adviser Britton Financial – the acquisitive financial planning and wealth management group upped its share issuance hours after an early stock exchange announcement. Today’s issue is […]