Hargreaves Lansdown plans to expand the life insurance and protection side of its business. It recently appointed Jonathan Briggs as protection research manager and has tied up with Lutine for PTA.
One of the most frequent calls that I get from IFAs is to ask for guidance on choosing the right client management system.
The underlying funds held within the three Adviser Fund indices were subject to significant change at the AFI rebal-ancing on November 1. Across the three indices, 41 of new funds not present in the AFI panellists’ portfolio recommendations were added from the rebalancing point. The new AFI constituents also include funds from seven asset management […]
Sesame has launched a website builder service for advisers either launching a website for the first time or those wishing to improve their existing ones. With a 200 per cent increase in the number of websites being created by adviser firms over the last two years, Sesame says advisers need help with streamlining their compliance […]
Mortgage Express has cast doubts on criticism that equity-release customers are not being given sufficient information about their options. In a customer study, it found that many consider downsizing and consult their families before taking out a loan. Research from Which? in January slammed the market for failing to advise customers of such alternatives. MEX […]
Mike Riddell, fixed income portfolio manager at Allianz Global Investors, reviews the performance of the UK government bonds market post-Brexit and assesses its future prospects, as well as giving his outlook for global fixed income markets and yields movements. In addition, he provides a brief analysis of the impact of Brexit and the Bank of […]
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Another investment manager offering enterprise investment schemes has alerted clients of a 10 per cent drop in value for one of its portfolios following new Mifid rules. Mifid II, which came into force on 3 January, requires firms to notify clients when the overall value of their portfolio, relative to its value at the beginning of each reporting […]
The recent enquiry by the work and pensions select committee has reignited the debate about the future of collective defined contribution schemes. Whether these sort of schemes can be incorporated into the current UK pensions landscape is a moot point. Let’s consider some of the arguments for and against CDC. First of all, it is […]
Retirement interest-only mortgages are set to become more popular following the FCA removing hurdles to selling them. The regulator sees RIO mortgages as a possible aid to the waves of maturing interest-only loans with no repayment strategy. However, the FCA also wants RIO mortgages to be sold more widely, for example as an additional option […]