Brooks Macdonald Asset Management has appointed former Park Row sales and marketing director Carey Shakespeare as head of marketing. He has acted as a consultant since leaving Park Row in 2009.
I have always liked numbers and money and when I finished university I thought PwC would offer a chance to learn how businesses are run differently from a numbers point of view. It also offered a chance to obtain another qualification, to get the ACA three years in, so it seemed the obvious thing to […]
Platforum has warned advisers to be wary of adopting a single platform due to significant variations in wrapper and fund charges between providers. Speaking at The Platforum conference in London last week, managing director Holly Mac-kay said she had revised her views on the merits of using a single platform following her work with Capita […]
Intrinsic Financial Services has named John Ahmed as its financial services director. Ahmed left his job as commercial director at Home of Choice, now known as First Complete, in June to pursue other opportunities. Intrinsic sales director Stephen Fryett says: “John has worked for 20 years in the broker market, which will give us the […]
Financial Services Compensation Scheme chairman David Hall has called for the FSCS to be made formally accountable to both the Prudential Regulation Authority and the Consumer Protection and Markets Authority. Giving evidence to the Treasury select committee last week, Hall said he does not want the FSCS to be accountable to the CPMA only. Hall […]
Out there lies a warm ocean of desert islands, sun, sand and palm trees, where individuals can choose how and when to tax-efficiently access their pension fund and realise the retirement dreams they have worked so hard for.
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Lawyers who represent investors against Berkeley Burke over allegations of mis-sold Sipps estimate more than 1,000 claims could be in the pipeline. The High Court has approved a group litigation order relating to claims against Berkeley Burke Sipp Administration, and those affected have until 23 July 2018 to register to join the group action. It […]
Do not be spooked by recent falls. The bull market has further to run. Stockmarkets have been thriving in the not-too-hot, not-too-cold “Goldilocks” backdrop of the last few years. Growth has been strong enough to boost profits, and inflation low enough to keep central bank policy loose. Recent stockmarket weakness is centred on signs that […]
The FCA continues to engage with the asset management industry on new European regulations as questions remain over how firms should report costs and charges. After over a month since Mifid II and Priips came into force, concerns have been raised on how fund fees, in particular transaction costs, should be calculated under the two […]