The sell-off in bonds has been indiscriminate. James Foster intends to make the most of all that entails.
The topic I have discussed most over the last 12 months is pension death benefits and the one thing I am asked time and again is whether we should now revoke the discretionary trust nomination in favour of named persons. My answer? I do not know: it is a very personal decision and tends to […]
Wealth manager Charles Stanley has appointed Mark Pittaccio as head of intermediary distribution. Pittaccio joins from network In Partnership where he was group investment director. He was previously investment director at Thinc Group and founded advice firm Highfield Financial Services. In his new role Pattaccio will be responsible for developing the national sales team and […]
Cooper Parry Wealth has scooped the award for accredited financial planning firm of the year at the Institute of Financial Planning’s gala dinner last night. The awards are held at Celtic Manor in Wales as part of the IFP’s annual conference. The certified financial planner professional of the year award was won by Paradigm North […]
The future of Investment Association chief executive Daniel Godfrey must surely be in question amid the prospect of a mass walkout of key investment firm members and crisis meetings held today. Yesterday saw M&G and Schroders say they are planning to leave the organisation, while Invesco Perpetual, Aberdeen Asset Management and Fidelity Investments are also rumoured to […]
With volatility set to continue, Peter Saacke, manager of the Artemis Global Growth Fund, thinks stock-specific opportunities are on the rise.
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Latest statistics show personal pensions, in particular, get a bad rap The recently published preliminary estimates from the Office for National Statistics’ Wealth and Assets Survey make for interesting reading with regards to how people view pension savings and how safe they are. The next round of this survey will be even more interesting in light […]
Beaufort Group is planning to add three more firms to its network with one deal expected to finalise next week. Chief executive Andrew Bennett says the other two small to medium-sized firms are expected to join “imminently”. In January, Beaufort Group added Statehouse Group as an appointed representative. The firm is now called Beaufort Financial […]
Significant gilt weightings continue to be recommended, despite concerning signals on their risk Government bonds play a pivotal role in a balanced portfolio; there are very few assets that provide the diversification benefits gilts can bring. So often over the last 30 years, when equity markets have zigged, bond markets have zagged, thereby smoothing return […]