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
1
Are annuities missing asset class for sustainable drawdown?
How to make a pot of money last a lifetime- this is the crux of the retirement challenge. While the retirement landscape has undergone significant changes, the fundamentals of the challenge have remained the same but the responsibility for addressing it has shifted from institutions to the individual. Drawdown accounts are now the most popular […]
2
FCA confirms ban for jailed Norfolk IFAs
The FCA has confirmed that financial adviser pair Alan and Russell Taylor will not be allowed to work in any regulated position again after being jailed for 11 years on fraud charges. The brothers, who ran Norfolk IFA Taylor and Taylor Associates, plead guilty to conspiracy to defraud earlier this year, after defrauding nearly 200 […]
Trevor Greetham: Was October volatility a trick or treat?
Markets have fluctuated in recent months but whether this will continue remains to be seen Stockmarkets exhibit a striking degree of seasonality. “Sell in May and go away” sounds like a superstition but patterns in decades of stockmarket data show that there is some underlying truth to it. A mechanical approach that sold everything in […]