After the launch of the Argonaut boutique proved such a success for Britannic Asset Management last year, it has now started a second venture, Cartesian, and has plans for more boutiques in 2006. But its director of sales and marketing tells Matt Davies that he is anxious to re-energise in-house performance.
The FSA has identified four priority areas in a bid to improve the quality of equity release advice including more mystery shopping this spring.It has pledged to assist firms with meeting their regulatory responsibilities, and it plans another mystery shopping exercise and a review of lifetime mortgage advice and subsequent investment advice.It has hired a […]
Henderson Global Investors has appointed Mike Wilson as head of investment trust sales to discretionary investment managers.Wilson’s role is to increase the ownership of Henderson investment trusts amongst discretionary investment managers in the UK, Channel Islands and the Isle of Man. Wilson has been director of retail strategic alliances at Invesco Perpetual and more recently […]
Outsourcing giant Capita has announced the acquisition of adviser portal Webline for an undisclosed feeThe move, revealed by Money Marketing last month, continues Capitas drive into the IFA arena after it purchased software provider Quay in November.Capita recently signed a contract with Zurich to act as an outsourcing partner to deliver business processing activities, valued […]
What might Trump’s policy proposals mean for markets and key components of the US economy going forward? The questions outnumber the answers at present. Loomis Sayles Macro Strategies takes a look at the impacts of the US election. Click here
Pensions minister Guy Opperman will say pension schemes should sign up to a framework to reduce transfer times between defined contribution plans. In a keynote speech at the Pensions and Lifetime Savings Association conference, Opperman plans to endorse the Transfers and Re-Registrations Industry Group framework. The industry group published a good practice framework aimed at […]
Families with family office wealth arrangement harbour concerns over whether the services provided them are truly bespoke, a new report says. Findings from Sanlam UK and international wealth association Global Partnership Family Officers say the ultra-high net worth individuals who use family office set ups believe the same wealth advice solutions are often given to […]
The advice industry must grow out of old habits and move on from these worrying arrangements I will always remember the day I got my first bicycle. I was four years old, still in short trousers and my dad led me out into the courtyard of our block of flats to show me my birthday […]