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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Jones Hill managing director and Kinesics founder Brian Hill on training advisers in non-verbal communication
Savers withdrew £6.5bn using the pension freedoms in 2017 according to data from HM Revenue and Customs. This is nearly £1bn more compared to 2016 when £5.7bn was taken out of pension savings. On a quarterly basis, nearly 200,000 people took payments from their pension totalling £1.5bn in the fourth quarter of 2017 which is […]
Sipp operators have no proven responsibility to conduct due diligence on investments, a trade body has said, as it warns the Financial Services Compensation Scheme is taking the wrong approach by making them foot the bill for redress claims. The Association of Member-Directed Pension Schemes has written to the lifeboat fund on the back of its […]