Brokers, networks and homebuyers have used the hiatus in mortgage activity to strengthen their position and gain competitive advantage. Major players that want to succeed have focused on getting match-fit for the new season and are waiting for the signal that the game is about to start.
Last year, worldwide mergers and acquisitions (M&A) rose to an unprecedented $4.7tn, according to Thomson Reuters, a 41 per cent increase over 2014. Anthony Forcione, senior equity analyst at Loomis Sayles, an affiliate of Natixis Global Asset Management, looks at what’s been driving this particular wave of mergers. Click here to view full article: Loomis-Sayles
Obtaining cover for people with medical issues can be difficult, so is it best left to the specialists? Protecting a client’s income is viewed by many advisers as the foundation upon which other aspects of financial planning are built. However, for clients with pre-existing health conditions, obtaining cover may not be that easy. Depending on […]
An IFA has been instructed to pay up to £150,000 in compensation for the advice it gave a client to transfer their pension into an unregulated overseas property development. In the upheld Financial Ombudsman Service ruling Mrs P complained about the advice she was given by Professional Intermediary Introducers Limited to invest her pension in […]
Jane Smith Financial Planning director on managing her goals and developing a guidance service for clients Financial planners help clients achieve what they want from life and adapt the course of that journey when necessary. But how often do they follow their own advice when it comes to their business and personal objectives? Jane Smith […]