The idea of “insistent clients” conjures up the notion that long-standing clients will somehow morph into unruly teenagers who won’t do what they are told. Clearly that is not the case. But neither are advisers jumping the gun here. Advisers are right to be agitated about the lack of clear regulatory guidance about how to […]
Record new money in March has helped push Axa Elevate’s funds under management to £10bn, Axa Wealth’s quarterly results show. The platform saw £534m of new assets in the first quarter of 2015, with funds under management rising 26 per cent year-on-year, from £7.9bn in 2014 to £10bn. An 8 per cent increase in pension […]
The appeal of working in the financial services industry has always been great but many young people will likely turn to banks, building societies and insurance providers when looking to start a career in the space. Meanwhile, the specialised financial advice sector is often overlooked as an entry point. To succeed in this arena you […]
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By Mark Martin, manager of the Neptune UK Mid Cap Fund, and Scott MacLennan, manager of the Neptune UK Opportunities Fund H1 2014• Equity markets continued to show strength: despite a strong rally in 2013 driven by a market-wide re-rating, equity markets continued to generate positive returns for investors. Economic activity continued to be stimulated […]
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