Former JP Morgan Cazenove vice-chairman Terry Eccles has joined Pearl as director of merger & acquisitions.
Invesco Perpetual fund manager Kathryn Langridge has left the firm to join investment house Lloyd George as chief investment officer.
The Financial Ombudsman Service says advisers must ensure customers are realistic about investment returns to protect themselves against income-drawdown complaints.
Standard Life has introduced pipeline tracking on its adviserzone extranet service.
It has been a testing first quarter, which has been an opportunity to increase equity weightings and reassess our cautious bond view. We have increased weightings in Asia and Europe and believe in the longer-term prospects for yen appreciation.
The head of Artemis’ US team explains why he is holding cyclical stocks (like semi-conductors) while also investing in growth (videogame producers, Amazon).
News and expert analysis straight to your inboxSign up
Latest from Money Marketing
Support service provider SimplyBiz has signed a third new deal for defined benefit transfer advice work after its original partner pulled out of the marketplace. In an email to members seen by Money Marketing, compliance director Gary Kershaw apologises for any inconvenience caused by Crowborough-based advice firm CFPML’s decision to exit the DB transfer marketplace. […]
Providing relevant information is essential, as is only requesting what you need
The Budget will lay out Government plans to help build 300,000 new homes a year, according to Chancellor Philip Hammond. The plans will include fasttracking developments with planning permission. Hammond said the Government would use “powers of state” to get homes built on these sites, according to the BBC. The Government will also unveil plans to […]