Our panellists discuss the future of paraplanning.
Advisers will need to review their sales process ahead of new regulation designed to increase competition in the shrinking annuity market. The FCA published a policy statement in May last year setting out requirements for firms to tell consumers how much they could gain from shopping around before they buy an annuity. The directive comes […]
Fidelity International has reversed plans to charge for research under Mifid II after feedback from clients. The £239bn asset manager revealed it planned to implement a Research Payment Account approach as part of its overhaul of fees, announced in October, when it revealed it was adopting a ‘variable management fee’ model. The RPA approach involves paying for […]
The High Court has disqualified a UK investment scammer who mislead clients into investing in land in Australia and Lithuania to the estimated losses of £508,667 and AUD $661,500. Richard Haddock has been disqualified for 15 years. Haddock acted as a director of Nottingham-based Agri Firma Capital between July 2011 and July 2014. During that […]
Matt Shafer, Head of International Distribution, discusses the firm’s philosophy around Durable Portfolio Construction, particularly the importance of putting risk first, thinking about better ways to use traditional asset classes and how to position alternatives in portfolios.
- Top trends
- Top trends
- Equitable Life sale to bring windfall for policyholders
- Paul Lewis: Financial advisers and journalists are one and the same
- How much are advisers charging for pension transfers?
- Ian McKenna: Where the Standard Life/Phoenix deal could fall down for advisers
- Henry Tapper: ‘We’ve really made a mess of DB transfers’
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