InfoComp has appointed Eric Welsby as a business consultant. Welsby joins from Adnitor. InfoComp says Welsby’s experience of the UK wrap market will help the firm prog- ress its expansion plans in the sector.
With the failure/nationalisation of several huge financial services players, all manner of stresses and strains have been placed on products sold by IFAs. To date, this par- ticular blame game has centred on bankers of all three types, investment, high street and central.
Trevor Greetham, Head of Multi Asset In a marked contrast to the surge in risk sentiment that followed President Trump’s election in November, markets greeted Emmanuel Macron’s victory in the French presidential election with satisfaction and relief, rather than euphoria. After rallying strongly on opinion polls that accurately predicted the outcome, the euro held onto […]
A life expectancy tool that assesses longevity based on information including a health assessment from a qualified nurse is aiming to help advisers with defined benefit pension transfer advice. The FCA introduced a rule this year that advisers making a recommendation on a DB transfer must plan for a client living a “reasonable” period beyond […]
Discretionary fund manager charges have come under increasing scrutiny since the FCA launched its platform market study in July last year. The regulator is currently looking at the role of DFMs in the value chain to see if their charges are justified, with the results expected to be revealed later this summer. Money Marketing has […]