Home Buyer Systems says it calculates that a first- time buyer can save over 1,500 if they get a mortgage straight from the lender, illustrating that dual pricing is still prevalent among lenders.
Alliance Trust has appointed chief investment officer Katherine Garrett-Cox as chief executive. She will take over from Alan Harden on August 29 when he takes up an external appointment.
Advisers who give clients access to platforms to carry out direct trades may be putting them at risk, warns Perception director Phil Billingham.
Cofunds claims Norwich Union faces a challenging time in integrating its wrap with Scottish Friendly’s back-office systems.
Should IFAs be selling large quantities of with-profits bonds in the current market?No 100%No “IFAs should be doing what is right for the client. We do not sell with-profits bonds anymore. We think that they are not transparent enough.”Robert Wood, Money Matters No “They are opaque and it is often difficult to understand what the […]
Holly Cassell, Assistant Manager of the top-performing Neptune UK Mid Cap Fund, discusses the potential near-term impact of Article 50 and the Brexit negotiations that she believes investors should pay most attention to. Read article here Important information Investment risks Neptune funds may have a high historic volatility rating and past performance is not a […]
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Transaction reporting Transaction reporting is the reporting of information about trades in reportable financial instruments, such as shares, ETFs, VCTs, investment trusts and structured products. Reporting covers purchases, sales and modifications of reportable instruments. Mifid II proposes important changes to these obligations which will potentially affect all investment firms. Some exemptions will apply. For instance, […]
It may look strange that the second largest asset manager in the world is now pushing its new active funds in the UK market at a time when passive funds are seeing record flows. But having amassed more than $215bn globally in its funds since the start of the year, this is unlikely to be […]
Much more needs to be done to help educate consumers on the vital difference between receiving guidance or advice