I have always been a huge admirer of Nigel Thomas and George Luckraft, now at Framlington. They have both performed extremely well since they joined from ABN Amro. They started managing Framlington funds in September 2002 and over the past year have produced outstanding results. For example, Luckraft's equity income fund has risen by 48 […]
The FSA's deadline for direct authorisation registration is upon us and the networks are lining up their mortgage offerings. After April 30, firms are not guaranteed that their direct authorisation applications will be processed in time to continue doing business and networks are seeing this as the perfect opportunity to bring new recruits on board. […]
Investment research company Investors Partnership Research is designing a bespoke portfolio management service for small IFA firms. The company is in negotiations with several big IFA networks and nationals to provide them with bespoke discretionary portfolio management services. It plans to develop a scaled-down version of the service using a software package for smaller IFAs […]
Jelf Employee Benefits has released a guide to help employers communicate the recent raft of pension legislation to staff. ‘Your Guide to Pension Freedom’ will help employers meet their duty of care in explaining the changes to employees and in turn will help employees take more control over their pensions and retirement decisions.
Almary Green, the advice firm led by industry veteran Carl Lamb, is in sale talks with Smith and Pinching Financial Services, Money Marketing understands. One source tells Money Marketing Almary Green staff have visited the Smith and Pinching offices, and that there have been discussions around a merged firm being floated on AIM. The Norwich-based […]
A weekly account of the curious goings-on in the world of financial services Locked out While WSJ correspondents were kept very busy at Money Marketing Interactive in Harrogate last week, there was still plenty of time spent in the bar with industry friends. So came about the story of Aegon director of new business, Martin […]
The FCA is analysing information from 40 firms about their adviser recruitment processes and what quality checks are in place on the advice they give. Earlier this year, Money Marketing revealed that the FCA sent letters to a sample of firms asking about training, competence and hiring records for staff. A Freedom of Information Act request […]