Recommended

Magnifying-Glass-And-Text-Kindle-Contract-700x450.jpg

FCA drops life insurance probe into Scottish Widows

The FCA has dropped its investigation into Scottish Widows in relation to its thematic review into the fair treatment of longstanding customers. The regulator says there is “insufficient basis” for taking any enforcement action against the provider. The FCA says it will be raising a number of issues uncovered as part of the investigation with the […]

Calls for self-employed to access pensions advice allowance

National advice firm LEBC has called on the government to extend the pensions advice allowance to the self-employed. If extended, the self-employed could claim up to £500 in three separate tax years to fund their pensions advice. This amount is currently only accessible to company employees, leaving the self-employed to pay for their own financial advice. LEBC has […]

Sprouting-Money-Growth-Emerging-Currency-700.jpg

Tavistock turns maiden profit after restructure

Tavistock has turned a profit for the first time on the back of increased flows into its discretionary solutions and increased support service sales. The vertically integrated firm, which offers advice, fund management, and compliance, administration and accounting services, says it has seen a 41 per cent increase in revenues generated by ongoing advisory business […]

Simple yet sophisticated: the benefits of DFM investing

Nick Georgiadis, Head of DFM at Cazenove Capital, describes the benefits of a discretionary approach to investing — it enables advisers to escape the burden of research, provides a more sophisticated investment solution and, most importantly, helps meet return objectives of clients with the lowest possible risk. He also explains how to overcome the challenges […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment