Advisers can move from a reliance on initial commission to a recurring income-based business model in as little as two years, says Paradigm chief executive Paul Hogarth.He says: “You cannot take everyone to a recurring revenue overnight but I think it could happen in the next couple of years. There is massive consolidation in the […]
Aegon Asset Management is introducing Dublin-domiciled strategic global, high-yield global and investmentgrade global bond funds which are available for distribution in the UK, Channel Islands, Ireland and Switzerland.The strategic global bond fund will be run by David Roberts and Philip Milburn. It will look to invest across AAA-rated government bonds, high-yield and emerging market corporate […]
AlphaSimplex Group believes that the most robust investment products are those that adapt to changing market conditions. Alex Healey, portfolio manager of the ASG Managed Futures Fund, talks about how holding “long” and “short” positions in alternative investments, to match market trends, can create opportunities in both up and down markets.
I have recently completed training to become a certified money coach: it is an area we are developing to complement our traditional advice service. One of the exercises is to imagine you are floating in a small boat through time. We ask you to consider where you want to land and what you might find […]
Quilter Financial Adviser School will now offer the Level 6 Advanced Diploma of Financial Planning as part of new offerings announced as it rebrands. Formerly called the Financial Adviser School, QFAS will offer the Level 6 qualification to the whole of market. The first cohort for the Level 6 programme began last week and includes […]
Two directors at St James’s Place have increased the shares they own in the company. SJP investments managing director David Lamb and partnership managing director Ian Gascoigne have both bought £8,996 worth of the company’s shares, according to a London Stock Exchange notice. Lamb and Gascoigne bought 993 ordinary shares of 15p each at a price of […]