Traditional wealth managers have proved themselves to be scalable and profitable businesses despite the hype caused by robo-advice models, analysts say. Wealth managers have also been shown to be more robust than pure asset managers amid mounting pressure on fund performance and fees. While Hargreaves Lansdown and St James’s Place continue to make the headlines […]
The Government is considering changes to social care funding, including a “death tax” and a potential cap on the cost of long-term care, as part of a Budget announcement around funding for social care. According to a Financial Times report, a committee of social care experts, reporting to Prime Minister Theresa May, has been looking […]
The FCA does not want advisers to act as “order takers”, its IFA technical specialist has said. Speaking at Finalytiq’s Science of Retirement conference today, Chris Hewitt urged advisers to question the client’s motivations behind their request before transacting any business. He said: “We do think advisers shouldn’t be order takers. If a client comes […]
This year looks set to bring a new danger for pension savers and their employers.
AlphaSimplex Group believes that the most robust investment products are those that adapt to changing market conditions. Alex Healey, portfolio manager of the ASG Managed Futures Fund, talks about how holding “long” and “short” positions in alternative investments, to match market trends, can create opportunities in both up and down markets.
- Top trends
- Top trends
- Pension tax relief in firing line as Hammond mulls ‘intergenerational fairness’ Budget
- Martin Lewis wins claim against PPI chaser that used his image
- Scottish Widows mulls Standard Life corporate pensions book takeover
- The future of Cofunds: What next for a platform titan?
- How much are advisers charging for pension transfers?
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Three fund selectors give their views on choosing passive funds, blending, and investor suitability
The youngest ever fellow of the Personal Finance Society has moved to a new advice firm. Vito Faircloth gained the accolade last year at the age of just 22. He became level four qualified in August 2015 before taking additional exams with the professional body. Chief executive Keith Richards described the achievement as “truly remarkable”. […]
Providers are calling on the Work and Pensions Select Committee to tackle the advice gap and tax on pension withdrawals in its review of pension freedoms. The committee said last month it was opening an inquiry into whether the pension freedoms are achieving their objectives and if policy changes are needed. In its submission to […]