Matt Shafer, Head of International Distribution, discusses the firm’s philosophy around Durable Portfolio Construction, particularly the importance of putting risk first, thinking about better ways to use traditional asset classes and how to position alternatives in portfolios.
St James’s Place has defended seminars it hosted for British Airways pilots that resulted in people transferring out of their defined benefit pensions. SJP has faced questions from MPs on the work and pensions select committee about its work with BA, after a letter from the Trades Union Congress last month suggested the advice firm […]
Tenet has partnered with mortgage network the Mortgage Advice Bureau on a wealth and equity release offering. MAB plans to use the financial advice network’s business development support to grow beyond its 14 wealth advisers. It is understood MAB chose Tenet as a partner because it allows firms to give equity release advice. MAB wealth […]
Planning and training are key if you want your advisers to buy your business when the time comes to stand back The past few years have seen an increase in the number of advice firm owners who, when the time comes, want to consider a sale to their employees as an option in addition to […]