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.
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 […]
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 […]
Former Investment Quorum chief executive Lee Robertson has been appointed to the board of the Association of Independent Non-Executive Directors. Speaking to Money Marketing, Robertson says he is looking forward to giving back to the industry, following his departure from Investment Quorum, which he founded in 2000. He says: “It just seems like a nice fit for […]
Employers providing DC pensions pay far less into them than those providing DB schemes Sooner or later, we will have to accept the fact the golden age of company pension provision in the UK is over. It has been for some time now, yet the pensions industry and the government are still in denial. The […]