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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Royal Bank of Scotland has joined rivals like HSBC in launching an automated investment advice service for more than five million customers. The bank claims to be the first bank in the UK to launch a “fully regulated” robo-advice service, which will be under its NatWest brand. The service, live from Monday, is targeted at […]
There is nearly £8.5bn in “drifted” legacy UK equity income funds that have underperformed against the sector over the past decade, research has found. As the fund management industry awaits Mifid II next year, Morningstar has analysed the competitive UK Equity Income sector on behalf of Money Marketing and found about 10 per cent of the sector’s […]
Old Mutual Global Investors has appointed Freddie Woolfe head of responsible investment and stewardship, reporting into chief executive Richard Buxton. Woolfe joins from Newton Investment Management, where he was a responsible investment analyst primarily covering the healthcare and technology, media and telecommunications sectors. Previously he held roles at Hermes Equity Ownership Services and HSBC. Woolfe will […]