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Davy leads alternative group

SimplyBiz chairman Ken Davy is to chair a group set up to take forward the FSA’s alternative assessment RDR proposals. It includes ex-CII president Peter Hales, Technical Connection joint managing director Tony Wickenden and Warwick Butchart Associates chairman Len Warwick.


IFP sets up ETF workshop for certified planners

The Institute of Financial Planning is hosting an exchange traded fund workshop for certified financial planners. The day-long seminar, to be held in Glasgow on March 25, aims to provide the information for CFPs to make decisions about the use of ETFs in client portfolios. It will cover how to raise ETFs with clients as […]


How to beat Google

The news that the organisation whose name has become the verb to describe an internet search is entering the mortgage-sourcing market, even if, at the moment, it is only in the US, probably sent a shiver down the spine of every IFA and mortgage broker. And if it didn’t, it should have done. The initial […]

Time for a new approach to asset allocation

Trevor Greetham, RLAM’s head of multi asset, introduces the recentlylaunched RL GMAPs. Asset allocation has become an increasingly difficult challenge for investors and advisers in the years since the financial crisis. Sometimes violent price swings in stock and commodity markets coupled with the collapse in the rate of interest on bonds have made it harder […]


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