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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
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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
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Almary Green eyes merger with Norwich IFA
Almary Green, the advice firm led by industry veteran Carl Lamb, is in sale talks with Smith and Pinching Financial Services, Money Marketing understands. One source tells Money Marketing Almary Green staff have visited the Smith and Pinching offices, and that there have been discussions around a merged firm being floated on AIM. The Norwich-based […]
Lions, bees, bulls and bears: The Wells Street Journal
A weekly account of the curious goings-on in the world of financial services Locked out While WSJ correspondents were kept very busy at Money Marketing Interactive in Harrogate last week, there was still plenty of time spent in the bar with industry friends. So came about the story of Aegon director of new business, Martin […]
FCA eyes 40 firms in adviser recruitment and training probe
The FCA is analysing information from 40 firms about their adviser recruitment processes and what quality checks are in place on the advice they give. Earlier this year, Money Marketing revealed that the FCA sent letters to a sample of firms asking about training, competence and hiring records for staff. A Freedom of Information Act request […]