Bob Boon has joined Stonehaven from Woolwich as a new business development manager to help grow equity release. Boon worked on the intermediary sales team and will carry out a similar role.
Since the start of this year, we have been slightly cautious on global equity markets.Since the last significant equity correction in May 2006, markets have had an almost uninterrupted recovery as investors continued to favour higher beta assets, that is, 22/5/06 to 26/2/07 FTSE Mid caps +31.5 per cent, FTSE 100 +16.3 per cent. (Source: […]
Although the Budget was mainly a con, or tinkering at best, the reduction in corporation tax will be of benefit to the UK stockmarket and, in particular, equity income funds.
Fifteen years ago, when I first started at Money Marketing, the paper’s then editor sent me to Cornwall for the day. The aim was to see if we could expose an alleged “advance fee” loan fraudster, whom several IFAs had dealt with – losing thousands of pounds of their clients’ money in the process.
Edinburgh-based SVM Asset Management has made two of its investment trusts available through a savings scheme for children.
Kunal Desai, manager of the Neptune India Fund, comments on how India’s 2017 budget will impact the Indian economy and equity market. Read article here: Important Information – for Investment Professionals only. Not for Retail Clients.Investment risksThe Neptune India Fund may have a high volatility rating and past performance is not a guide to future […]
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The Financial Services Compensation Scheme will automatically compensate hundreds of clients of a collapsed discretionary fund manager, but other investors will have to wait another five months to get their money back. London-based Beaufort Securities has been investigated by both the FCA and US authorities. An indictment from the US Department of Justice alleges that […]
Fiducia managing director on ‘good old-fashioned’ customer service in the digital world Anthony Scott is adept in the art of communication. As an adviser and a novelist (he has written the novels ‘On Ashover Hill’ and ‘The Birthday Gift’) it is crucial for the Fiducia Group managing director to engage and build a rapport with […]
The FCA has reiterated its warnings that advisers outsourcing defined benefit transfer advice to firms with relevant qualifications cannot divorce themselves from responsibility for the eventual recommendation. While existing FCA rules require additional qualifications to advise on DB transfers, and the FCA has written to all firms who have DB transfer permissions as part of […]