The TriGlide Adviser Tool was named the winner for the Best Use of Digital category thanks to the way the app allows advisers to interact with the content, the use of videos and for ultimately changing the way fund information is displayed from paper to digital. Judges praised it as a “genuine digital product, with deep rather than superficial content” for advisers.
The question is often asked: “If I incorporate my business, will I be protected from personal liability for the mistakes I make?” The legal answer is yes – usually. Of course, for someone seeking certainty, that is not a good answer, but this problem sits at the point where two inconsistent legal principles meet. The […]
Standard Life is set to cut 70 job roles from its Edinburgh IT department. The investment firm hopes to meet the target through voluntary redundancy, according to the BBC. The headcount drop is meant to improve how Standard Life services customers, reacts to market needs and “delivers technology”. Standard Life chief information officer Mark Dixon […]
Tenet has acquired the client bank of Furness Financial Advisers, following a strategic review by its parent Furness Building Society. Aspire Financial Management, Tenet’s wholly owned appointed representative, will receive 75 post-RDR clients in addition to around 1,500 pre-RDR clients. Tenet would not reveal further terms of the deal. The advice firm has been an […]
Certification is highly complex and surrounded by a minefield of information and auto-enrolment jargon, which can make it very difficult to understand. However, for many employers it is a necessary process that must be executed successfully.
How should investors view Brexit? Clearly, the world did not end. Business continues. But it has changed things. Artemis’ fund managers explain their latest views. Click here for full article
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Money Marketing has teamed up with Taxbriefs to bring you the definitive guide to the EU’s forthcoming General Data Protection Regulation and how it will affect your firm. Get your free briefing with everything you need to know and stay ahead of the game below. Regulation: Do Mifid II and the GDPR have conflicting aims?
Committee shows particular concern over pension scams The Work and Pensions Select Committee wants evidence on whether there are gaps in the advice and guidance market and if customers are changing their behaviour after getting advice as part of its inquiry into the pension freedoms. The committee announced today it is opening an inquiry into […]
Consolidation in the advice market is just beginning, but there is still a place for small, well-run advice firms. That is the message from Ascot Lloyd Bellpenny chief executive Nigel Stockton, who predicted more private equity firms will also invest in the market. Speaking at the Money Marketing Interactive conference last week, Stockton said: “My […]