Model portfolios are not suitable for those staying invested.
Jacksons Wealth Management managing director Pete Matthew has launched a website offering paid-for courses on personal finance. Matthew set up financial education site MeaningfulMoney five years ago, which offers videos and podcasts. Its podcasts receive over 500 downloads per day. Matthew has today launched Meaningful University, which is initially offering a four-week online course on […]
Ascentric sales and marketing director Mike Morrow has quit the company for a new role. Morrow will be replaced by head of business development Justin Blower and head of marketing Sarah Lyons, who will lead sales and marketing, respectively, on an interim basis. Ascentric managing director Jon Taylor says the Royal London-owned platform will consider […]
Discretionary investment manager Tilney for Intermediaries has appointed Mark Coles as director for financial intermediaries. Coles joins from Cofunds where he was head of business partnerships. Previously, he was head of business partnerships at Architas and investment strategy manager at Axa Wealth. In his new role Coles will report into head of Tilney for Intermediaries […]
Macroeconomic matters are less significant for stockpickers, says fund manager Philip Wolstencroft. The companies in his portfolio are growing reliably and stand at a 20 per cent discount to the market.
- Top trends
- Top trends
- Dennis Hall: Why we are reducing portfolios to just one fund
- Paul Armson: How standard financial planning can fail clients
- Paul Lewis: Time to end this dangerous commission in disguise
- How much are advisers charging for pension transfers?
- Aegon prepares to compensate advisers for Cofunds replatforming woes
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