Insight has added Paul Dagger, John Humphries and Gareth McMaster to its intermediary sales team.
Unions representing 1.5 million local council workers are to ballot for strike action over plans to raise their retirement age from 60 to 65. These workers were excluded from DTI Secretary Alan Johnson’s deal with other public sector workers.
If I were a member of your monitoring department and I found an IFA peddling a description of income withdrawal as below, I would take action against that firm for misleading investors. However this is taken from your own website. Please remove it or change it and provide us with an explanation of why you […]
Webline is the latest portal partner to link with Bright Grey on its extranet offering, giving IFAs using its services the opportunity to access the providers protection menu product.The service will allow applications to be pre-populated using click through technology. The extranet went live on January 9 and has so far received over 2,500 online […]
IFA firm Prescient Financial Intelligence has just witnessed its 1000th client 16 months since its launch in August 2004. The firm, with offices in Exeter, Glasgow, London and York, employs a strategy of targeting small asset managers and discretionary fund managers that are lacking the financial services capability to provide Sipp and IHT solutions to […]
Fees under pressure. Regulatory moves against closet indexers. Rapid advances in financial technology. Shifting sentiment among investors. Such mounting challenges have led to widespread speculation about active management’s shrinking future. But a closer look inside intelligent portfolio construction today tells a story of expanding roles, added value, and innovative risk-adjusted, lower-cost solutions. Four investment experts […]
- Top trends
News and expert analysis straight to your inboxSign up
Latest from Money Marketing
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 […]