Global fund managers have increased their weightings to Japan, according to the latest Bank of America Merrill Lynch survey.
Morgan Stanley is launching a FTSE 100 accumulated income fund 1 through its Dublin domiciled fund platform.
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St James Place has revealed a 50 per cent increase in total single investments for the final three months of 2009.
Most advisers say they would try to reach QCF level four by 2012 if they were offered regulatory incentives rather than being forced to pass the exams by the FSA. YouGov/Money Marketing research of over 250 advisers shows 82 per cent of those who are studying towards the qualification or have yet to start but […]
By Fiona Tait, pensions specialist In her final article for Royal London, Fiona Tait reviews key changes she believes have transformed, or will transform, pensions. In my 12 years with Royal London I have been paid to review, study and explain the numerous changes to pension legislation which have transformed our industry in that time. This is […]
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The Financial Services Compensation Scheme will automatically compensate hundreds of clients of a collapsed discretionary fund manager, but other investors will have to wait another five months to get their money back. London-based Beaufort Securities has been investigated by both the FCA and US authorities. An indictment from the US Department of Justice alleges that […]
Fiducia managing director on ‘good old-fashioned’ customer service in the digital world Anthony Scott is adept in the art of communication. As an adviser and a novelist (he has written the novels ‘On Ashover Hill’ and ‘The Birthday Gift’) it is crucial for the Fiducia Group managing director to engage and build a rapport with […]
The FCA has reiterated its warnings that advisers outsourcing defined benefit transfer advice to firms with relevant qualifications cannot divorce themselves from responsibility for the eventual recommendation. While existing FCA rules require additional qualifications to advise on DB transfers, and the FCA has written to all firms who have DB transfer permissions as part of […]