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The number of advisers employed by St James’s Place has grown 10.3 per cent, to 2,835, over the last year as funds under management passed the £50bn mark, the firm’s new business update shows. Advisers numbers have been boosted by the firm’s Asian acquisitions and students graduating from the Academy training programme, as well as hiring […]
The fact FCA chief executive Martin Wheatley continues to raise the issue of dealing bias through “contingent charging” must make adviser firms realise the days of percentage charges on assets as a sole source of remuneration are limited. Many in government and at the regulator are unconvinced basing advice charges purely on product sales can […]
Nest supremo Tim Jones is considering giving up the high-octane world of pensions to become a roadie, the Wells Street Journal can reveal. Jones, who has been chief executive at Nest since 2007, is understood to be weighing up joining his son, Phil, on tour with chart sensations Royal Blood. Phil is currently tour and […]
Following George Osborne’s delivery of his sixth Budget as chancellor and the last of this current parliament, we have provided a brief overview of the initiatives put forward in his statement, focusing on the topics that have an impact upon the pensions landscape, savings, personal taxation and businesses.
Johnson Fleming has launched its new managed auto-enrolment service, designed to support SME businesses of up to 250 employees. The managed auto-enrolment service is not just about providing businesses with a software system for them to manage themselves, but more about outsourcing the administration of the project and scheme to Johnson Fleming’s auto-enrolment staff.
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Offsetting the cost of advice this way would benefit clients and advisers alike One of the multiple barriers to better take-up of financial advice is that some people are unwilling or unable to meet the upfront cost. In response to this, the government has allowed people to take small chunks (three lots of £500) out […]
Fund managers like to trade off having a unique style. There thousands of funds out there to choose from – the question I often hear from advisers is: what makes this person different? Sometimes this can be a really tough one to answer. “We invest for the long term” is all fine and good, but […]
With rising costs and an increasingly tough regulatory market more advisers are looking to outsource their investment proposition, with many leaning towards discretionary fund managers. But while the number of advisers using DFMs is on the up, overall satisfaction with them has dipped. According to a recent survey by financial information firm Defaqto, 74 per […]