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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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Kim North: Why is advice still such a no woman’s land?
I always try to check my Twitter feed over breakfast. Recently, a tweet from IFA Philippa Gee caught my eye. She had taken her time to attend an investment conference and found she was the only woman there. Comments followed that this occurrence is far too common. According to Unbiased, just 13 per cent of […]
Martin Lewis sues Facebook over scam adverts
Consumer champion Martin Lewis has today issued High Court proceedings against Facebook over scam adverts published on the site that use his name, picture or reputation. Lewis, who is the face of website Money Saving Expert, is bringing a lawsuit against the social media juggernaut for defamation seeking exemplary damages. Lewis says any money paid […]
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Can new tools solve the sustainable drawdown conundrum?
Michael Klimes examines if advisers can resolve all drawdown issues themselves or if a wider effort is needed