Cofunds claims Norwich Union faces a challenging time in integrating its wrap with Scottish Friendly’s back-office systems.
Money Portal has appointed Barrie and Hibbert to provide strategic asset allocations in line with the client risk profiles identified by the advice firm.
Axa has revealed it will be exploring opportunities in the equity-release market with a view to a potential product launch by 2011.
The Association of British Insurers believes it is one step closer to eliminating total permanent disability as a critical condition as it reveals seven more conditions to be integrated into the CI definitions.
Dr. Andrew Lo, Founder and Chief Investment Strategist at AlphaSimplex, discusses how the firm adapts to changing market conditions, focusing on their drawdown strategy.
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Phoenix is set to shed roles in a redundancy round following its decision to buy parts of Axa’s business last year. The closed-book provider snapped up Axa Wealth businesses Embassy, its off-platform investment and pension division and Sun Life, its direct protection business, in a deal signed last May, before also buying rival closed-book operation […]
Hargreaves Lansdown has removed Paul Chesson’s Invesco Perpetual Japan fund from the Wealth 150 list of recommended funds due to its volatile performance. Chesson, head of Japanese equities, has run the £318m fund since 2000 and takes a high conviction, contrarian approach to investing. Investment analyst Dominic Rowles says that while this has led to […]
Firms will not necessarily have to advise on every relevant investment product but it will be difficult to discount structured deposits