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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Aviva has triggered a five day platform blackout as it moves to new technology. The platform will be unavailable from 6pm on Wednesday 17 January through to Monday 22 January while the provider manages its transition onto an updated system run by technology provider FNZ. The downtime will affect Aviva’s investment platform only, but other adviser […]
JLM Mortgage Services has launched the first stage of its new ‘robo advice’ service. The mortgage and protection network claims it is the first network to launch such a tool to its members. The Virtual Adviser will allow member brokers to offer an online service to residential and buy-to-let customers. This service will offer an […]
Providers should listen closer to advisers and consumers when deciding what initiatives will work