It is likely the increased regulatory scrutiny on fund managers’ value could filter down to advice firms in the future In my last article, I considered the influence a non-executive director could have in challenging an advice firm’s business model in light of the pension transfer issues. Now, in its asset management market study final […]
Only one in seven advisers believe that the measures introduced in the Financial Advice Market Review are helping to close the advice gap. Despite widespread positive support for FAMR’s measures around streamlined advice and tax breaks for employer-arranged advice, a survey from Aegon shows advisers do not think they are helping individuals take advantage of […]
A weekly account of the curious goings-on in the world of financial services, brought to you by the diary page at Money Marketing’s Wells Street offices
Experts discuss the importance of investment committees and the best approach for building them to be robust and effective.
By Denise Wond, Marketing Relationship Manager, Royal London Do you consider yourself lucky? I don’t; I never seem to win a prize in the raffle, if there’s a cancelled train it’s usually the one I’m meant to be on and don’t start me on last year’s holiday. On the other hand, when I think about […]
- Top trends
- Top trends
- Equitable Life sale to bring windfall for policyholders
- Paul Lewis: Financial advisers and journalists are one and the same
- How much are advisers charging for pension transfers?
- Henry Tapper: ‘We’ve really made a mess of DB transfers’
- Ian McKenna: Where the Standard Life/Phoenix deal could fall down for advisers
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