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Trump vs Brexit: The looming questions for investors

The investment industry is adjusting to a “new normal” following the shock election of Donald Trump as US president. Fund groups are still digesting what the outcome of the US election means for global market dynamics and whether we are headed for a revolutionary style of politics from the world’s largest economy. Despite initial concerns, […]

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Kim North: Providers are failing the unadvised

In the week I became eligible to access my defined contribution pension (sadly and unfairly, though, not my defined benefit pension), I spent a considerable amount of time helping others who have recently reached retirement age. The pension freedoms brought in changes to tax rules, with drawdown becoming taxed at marginal income tax rates rather […]

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‘The ultimate advice service’: Jason Butler’s top tips for a great firm

Bloomsbury Wealth founder Jason Butler has set out his blueprint for the “ultimate advice service.” Speaking at the Personal Finance Society’s National Symposium in London today, Butler, now a personal finance commentator and investor in financial technology, urged advisers to steer clear of robo-advice and concentrate on client engagement to deliver value. He says: “The […]

Industry risks “holding pattern” over Priips delay

Experts have warned that the investment industry faces entering a “holding pattern” over Priips rules as European legislators come under pressure to redraft the regulations ahead of new deadlines. Last week, the European Parliament agreed to delay Priips by one year to January 2018 by siding with the European Council and the EU Commission’s proposition on […]

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