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Fund-rating deal for Financial Express

Financial Express has set up its own fund ratings service, Crown Ratings. It uses a blend of quantitative and qualitative analytical screens, including measuring a portfolios volatility, consistency and returns against its benchmark.

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The need for speed

Last year saw tremendous change in the FS market, with depolarisation leading to significant growth in the HNW/wealth sector and increasing penetration into the market of some of the wrap providers. IFAs have been looking very closely at their range of services and how they interact with their clients, often having to re-invent themselves, not […]

Personal effects

Istarted my career at General Accident in York in 1968 in the annuities department before moving into what became more familiar sales roles and progressing to more senior management roles around the UK. Between 1990 and 1997, I held the position of assistant general manager of GA, creating the first true multi-channel sales and marketing […]

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‘Last-chance saloon’ for the cowboy claim firms

The Claims Standards Council has given hope to IFAs buckling under the weight of endowment complaints by promising to launch a “nuclear” attack on rogue claim management firms.<

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