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Old Mutual buys fifth advice firm in a year

Old Mutual Wealth Private Client Advisers has sealed its fifth acquisition this year with Yorkshire-based single-adviser firm Coleman Clough. The deal will add £33m assets to Old Mutual’s national advice firm. Following the move, Coleman Clough’s founder and sole adviser Roy Clough will retire but will stay in the firm to allow the clients to […]

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Why bond managers are positive on ‘rising stars’

Corporate bonds that fell into high yield just under two years ago are now on their way to investment grade, becoming what are known as “rising stars” and creating opportunities for bond managers. In Q1 2016, 51 companies became so-called “fallen angels”, dropping from investment grade to high yield, compared to 45 in the whole of […]

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Platform truths, half-truths and down-right misconceptions

At a recent lunch with both the head and commercial proposition director at one of the platforms we use, we somehow ended up on the topic of truths, half-truths and misconceptions we had heard about platforms over the years. I personally do not think there has been a single innovation that has brought as much […]

Justin Cash, Editor of Money Marketing
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Editor’s note: Decumulation charging needn’t be a danger

Should clients be charged the same way in accumulation as they are in decumulation? The majority of advisers still use percentage charges in the run-up to retirement, and a new study – the subject of our cover story this week – suggests that the market plans to keep them in place for decumulation for some […]

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