At least three leading Sipp providers would fail to meet the new capital adequacy requirements if they took effect today. Attivo, LV= and Rowanmoor would all meet less than 100 per cent of the capital requirements under the controversial rules, which are due to come into force in September 2016. Under the new rules, providers will be required […]
7IM has launched a direct platform for orphan clients who no longer have an adviser. The wealth manager says it was seeing demand from orphan clients and did not want to turn them away if they ceased to have a relationship with their adviser. The fee structure is the same as for its advised clients, […]
In the forth of a monthly series helping advisers prepare for the sunset clause, we look at mastering the comparison stage.
Directors and partners of advice firms are faced with making decisions that affect both the financial and regulatory well-being of their businesses on a regular basis. Yet many of these decisions, even major ones, are made without external reference or support. Why is this? Is it because of the cost, because it is thought unnecessary, […]
Paul Casson, the manager of the Artemis Pan-European Absolute Return Fund, expects to benefit from a (patchy) recovery in Europe and more profit warnings in 2016.
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