Stephen Womack: The dangers of forcing firms to give pro-bono advice

Last month, I was lucky enough to attend the latest Personal Finance Society graduation ceremony. Held in the splendour of the City of London’s Insurance Hall, I joined more than 100 other chartered financial planners and fellows of the society to formally graduate. A word of advice for anyone invited to graduate: go. It was a memorable […]


Former Origen chief Gareth Marr passes away

Former Origen chief executive and co-founder of The Red House Gareth Marr has died after a long battle with cancer. Marr retired in 2013 after an operation to treat throat cancer after 30 years in the industry. In 2014 he received a Money Marketing outstanding contribution to the industry award. Aside from leading Aegon-owned network […]

Lee Robertson

Lee Robertson: Active fund managers must be loud and proud

I got into a deep discussion with some fund distribution types last week about fees. They had a lot to say about the fees charged by some larger adviser groups and how they were in some cases (particularly in vertically integrated firms) really quite high. I found this very interesting. The fund distributors worry about […]


Nutmeg waives management charges for Lifetime Isa savers

Nutmeg is waiving portfolio management charges for new customers in a bid to encourage them to invest through a Lifetime Isa. Customers can make an initial deposit of £500 into “LISA 333 funds”, plus 11 deposits of £333. This takes investors to just over the maximum Lifetime Isa allowance of £4,000, with customers paying no […]

Leading Edge June – Investment panel debate

RLAM’s asset class specialists discuss some of the findings from the panel session at our recent Investment Conference. By Rob Williams, Head of Distribution Welcome to the latest edition of Leading Edge. It has been an eventful six months since the last e-zine. The European Central Bank announced ongoing stimulus measures, while the immigration crisis in Europe threw the […]


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