Pavis Financial Management is the first firm to achieve corporate chartered financial planner status in Liverpool. The firm counts members of the House of Lords, North-west businesses and national professional bodies in its client list.
The independent title must be solely for the use of whole of market advisers
The Investment Management Association is calling for measures to enhance pensions and savings and to optimise the competitiveness of the UK funds industry in its pre-budget representations.IMA says the Government should increase the limits for ISAs and CTFs, at least in line with inflation. The association says personal saving needs to be encouraged not penalised […]
Alliance & Leicester looks set to convert the role of its former head of intermediary mortgages Mehrdad Yousefi into a sales-facing position.The lender has yet to reveal who will replace Yousefi, having announced his departure after 18 years at A&L in March. He joins Merrill Lynch subsidiary Wave as director of distribution and sales on […]
Investec Bank has announced an increase on the interest rate of its Euro Investec Horizon account to 4.25 per cent, despite the European Central Bank’s decision yesterday to maintain its rate at 4 per cent.
Click link to view full video Portfolio manager Aziz Hamzaogullari talks about the unique style he brings to growth investing, shares examples of companies that meet his growth criteria and explains the importance of fundamental research in a concentrated fund.
- Top trends
News and expert analysis straight to your inboxSign up
Latest from Money Marketing
It is encouraging to see the FCA close in on lazy fund management, but more needs to be done Without fanfare, the FCA has confirmed its intention to punish lazy fund management. Several groups have been persuaded into voluntarily compensating investors who bought their beta-posing-as-alpha products, otherwise known as closet trackers. The regulator suggests that […]
Ex-GBST man and FinoComp chief executive Ray Tubman on the need for a brave new world of interoperability Platforms running on proprietary technology often see this as a competitive advantage, even if it is expensive to run. But ex-GBST man and now FinoComp chief executive Ray Tubman does not believe outsourcing is the poor relation. […]
Ahead of speaking at Money Marketing Interactive in May, founder and director of The Yardstick Agency Phil Bray gives tips on how advisers can improve their public image and why the FCA should rethink their plans for the register On a scale of 1 to 10, how optimistic are you about the advice market for […]