Former Insight Investment multi-managers Patrick Armstrong, Ana Cukic Armstrong and Toby Hayes are launching Ucits III multi-asset funds and a qualified investor fund range for their new venture, Armstrong Investment Management.
Dynamic Planner has begun a three-year, £5m programme of upgrades with a new Mifid II reporting tool for advisers. The first release in the Dynamic Planner Elements project launched today focuses on helping advisers with Mifid II charge disclosure to clients, including graphical charting of fund performance. Dynamic Planner has also rolled out two-way integration […]
Leading consultant Roderic Rennison talks through his keys to winning new clients and learning to listen ahead of his appearance at the flagship Money Marketing Interactive Conference. What are the keys to winning over more consumers to start seeking advice? Relevance, clarity and accessibility. Financial planners need to demonstrate the relevance of financial planning to […]
Even for someone who lives and breathes the news, I must admit I’m struggling to keep up with the twists and turns of Brexit’s passage through Westminster. Frankly, it would have been much easier not to have taken on the topic for this week’s cover story, given everything might have changed between the time I […]