Do you want a wrap to define or power your client proposition? Do you even want a wrap or just an investment platform to power your own vision of the future? When setting out on the journey towards a platform-centric approach to business, we took a great deal of care to ensure that it was the latter outcome that we achieved.
Lloyds Banking Group is axing 625 jobs after the merging of its corporate and small-business lending divisions. Jobs will go from sites in Scotland, England and Wales. The group says it will create 300 positions in its new wholesale banking department and try to redeploy some staff.
The consumer prices index (CPI) in Britain rose by 2.3% in the year to April, down from 2.9% in March but still above the government’s target level of 2%, according to the Office for National Statistics (ONS) (PDF).The 60 basis point fall represents a steepening decline in CPI inflation, after the rate of inflation in […]
Flexible benefits platforms are becoming increasingly popular, with 80% of employers with more than 100 employees offering some form of flexible benefits scheme, compared with just 11% a decade ago. However, global mobility of employees is on the rise, with nearly 57 million expats predicted by 2017, which can add further complexity to your picture.
Advisers are avoiding putting all their eggs in the passives basket Few advisers have wholeheartedly taken on board the arguments for index-tracking and put all their eggs in the passives basket. Indeed, advisers are deeply split in their attitudes towards passive investing. There is no denying funds in passive investment vehicles have been on the […]
A weekly account of the curious goings-on in the world of financial services Fussy financial felines With the average salary for financial advisers continuing to grow, one has to wonder what privileges immediate family members are able to enjoy. Perhaps most important to the families that own them are cats. Thanks to Twitter, WSJ can […]