IFAs no longer have to be Bankhall members to benefit from preferential PI terms offered by NCG Professional Risks. The commercial insurance broker, which specialises in professional indemnity cover for financial services businesses, says it is removing the restriction on its preferential terms which can save IFAs as much as 10 per cent on their […]
Last month, the Financial Ombudsman Service spelt out what many in the market had feared by confirming that advisers are likely to bear at least some of the brunt of Chancellor Gordon Brown’s shock decision to bar residential property in Sipps.
The Legg Mason value trust managed by Bill Miller has beaten the S&P 500 for an unprecedented 15th consec-utive year. The fund delivered a 5.32 per cent return last year compared with the index’s 4.91 per cent. Over five years to December 31, the portfolio is up by 4.5 per cent compared with the S&P’s […]
Balance: Wealth Planning managing director on setting up a new firm and being fed up with inadequate systems Advisers are waking up to the fact that younger people are the clients of the future, and Balance: Wealth Planning managing director Rebecca Aldridge is no exception. She is weeks away from launching a second company that will […]
Two professional bodies have joined forces to co-brand and promote an Islamic finance qualification. The Chartered Institute for Securities & Investment’s Islamic Finance Qualification was launched in 2007 and has now got backing from the Association of Chartered Certified Accountants. CISI and ACCA signed a memorandum of agreement regarding their collaboration on the Level 3 […]