gallery test
View more on these topicsArchive
True Potential launches savings dashboard for pension freedoms
True Potential has launched a pension and savings dashboard to help advisers plan and manage client assets following the introduction of the pension freedoms in April. True Potential One consolidates clients’ pensions, GIAs and Isas in one place and is available exclusively to existing clients using the firm’s platform at no extra charge. The platform […]
FCA fines Bank of Beirut UK £2.1m
The FCA has fined the Bank of Beirut UK £2.1m and fined two approved persons for providing misleading information to the regulator. The FCA has also stopped the bank from acquiring new customers from high-risk jurisdictions for 126 days, after concerns the bank was not doing enough to address the risk it was being used […]
The Personal Touch approach to quality control
With membership fees based on the standard of advice given firms have a renewed focus on quality of business, not quantity
4
Harry Katz: Is our job a science or an art?
We should never lose sight of the fact we all run a business, not a public service
Identifying best-in-class UK stocks — Mark Martin, Neptune UK Opportunities Fund
FE Alpha Manager Mark Martin assumed management of the multi-cap UK Opportunities Fund at the beginning of February. As manager of the highly regarded UK Mid Cap Fund, Martin has begun restructuring the new portfolio to focus on our very best UK stock ideas from across the FTSE All-Share Index. In this video, update Martin addresses:
– Themes informing the UK Opportunities Fund
– The multi-cap structure of the fund
– UK equity valuations
Newsletter
News and expert analysis straight to your inbox
Sign up
Adviser trade body calls on govt to save pension dashboard
Adviser trade body Pimfa has called on the government to go forward with the pensions dashboard as rumours swirl that ministers are considering abandoning the idea. Pimfa’s call comes after reports claim work and pensions secretary Esther McVey believes that the pensions dashboard would be a distraction to rolling out universal credit and so should […]
Spending, pensions and retirement: MAS in numbers
The Money Advice Service will soon be superseded by a new public financial guidance body, rolling it into Pension Wise and The Pensions Advisory Service. Money Marketing looks at some of the key stats for the organisation ahead of the transition.
Is a fund better off with a sole manager or a team?
The year so far has been full of manager and senior staff moves. Earlier this month, eight senior staff at Standard Life Aberdeen left to go to Aviva Investors, to join former Standard Life Investments equities head David Cumming. With moves like this in mind, is a management team or sole manager the better choice? […]