Old Mutual Wealth Private Client Advisers has acquired the advice arm of Carlisle-based accountancy business Saint & Co, adding £100m assets under advice. Saint & Co partner and adviser Philip Dhillon, adviser Trevor Iredale and a support team will join OMW Private Client Advisers’ Cumbria regional hub. Old Mutual Wealth Private Client Advisers director Dominic […]
The now-confirmed stock market listing of wrap platform Nucleus has the support of advisers, who say it would offer an opportunity to sell their stake in the business and avoid conflict of interest issues. Nucleus confirmed today its plans to list on the Alternative Investment Market with dealings in the shares expected to start later […]
The pursuit of lower charges – the so-called race to the bottom – has become an obsession in our industry. But with charges, fund ranges and core features converging, platforms and providers will need to look beyond the basics in order to thrive. Stripping out costs that do not drive value and being competitive on […]
The chairman of the Invesco Perpetual Enhanced Income trust has left his position in the latest fallout from a fight between Invesco and the trust over its management mandate. In May, Invesco took a surprise move to step down from running the trust after a dispute around fees, leaving the trust hunting for a new […]
At the beginning of 2015, we highlighted that the new pension freedoms that come fully online on 6 April also represent a very attractive opportunity for the criminal fraternity to scam savers out of some, or all, of their accumulated retirement savings.
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