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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National advice firm Sandringham has made two new board appointments as it seals the hire of former James Hay director John Watson. Watson served as finance director for the platform and its parent IFG Group’s advice business Saunderson House until 2015, before taking over as chief operating officer for financial technology company Equiniti. Sandringham, a […]
Positive sales data has excited the industry but the challenge now is to carry the momentum into 2018
It is that time again where clairvoyants in the investment industry fall over themselves to file their predictions for markets in the year ahead. Analysts will pontificate on everything from the global economy and political stability to interest rates. They will aim to convince us equity valuations are stretched and the only way to avoid […]