FundsNetwork’ latest series of nationwide user forums will take place in June featuring Fidelity, Henderson and Jupiter. The 18-venue roadshow will include presentations discussing asset allocation strategy, property investment and income generation in a low yield environment.
Close Fund Management is the latest manager to enter the special situations fray with the launch of a concentrated UK smaller companies portfolio. Close special situations will be managed by Justin Jordan and invest in between 35 and 45 Aim-quoted and fully listed small-cap firms. The move follows announcements by Norwich Union and Dalton Strategic […]
Psychologists will next month meet with industry experts to explain how the industry can engage more effectively with consumers and gain their trust.Professor George Loewenstein, professor of economics and psychology at Carnegie Mellon University, will headline the Financial Services Research Forum summer meeting on June 27 in London.Along with a group of experts, he will […]
When I was asked by Money Marketing to contribute to its Professional Brief about the “good, the bad and the ugly” in financial services recruitment, my initial thought was how apt the phrase is. This roller-coaster industry has certainly been tough for the first quarter of the year. Recruitment seemed to take a bit of […]
Bashing the FSA’s treating customers fairly regime would appear to be all the rage once again. It seems everyone is straining at the leash to knock the jewel in the FSA’s principles based crown, from top industry bosses such as Park Row chief executive Peter Sprung, to the Law Society.
After a flat year for European equities, in which the Artemis European Growth Fund outperformed, manager Philip Wolstencroft is (cautiously) optimistic about 2016.
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The Financial Ombudsman Service has appointed Money and Mental Health Policy Institute vice chair Richard Lloyd to lead an independent review into its complaints handling process. The former Which? executive director has been charged with producing a report into FOS’ practices after a Channel 4 documentary earlier this year suggested a number of failures at […]
Aberdeen Standard Investments has voted against multi-million pound payouts for senior executives at housebuilder Persimmon. Persimmon held its annual general meeting today. There was a huge outcry at the end last year when it emerged the chief executive, chief financial officer and managing director of Persimmon were in line for huge pay packets as a […]
Consideration of non-pensions related tax-advantaged investment is becoming more necessary This week I want to take a look at where things stand in relation to pensions and planning using tax-advantaged investments following the Spring Statement. With the increasing impact of the lifetime and annual allowances, consideration of non-pensions-related tax-advantaged investments is becoming ever more necessary […]