Money Marketing is hosting a series of retirement planning roadshows covering annuity and drawdown products, salary sacrifice and the Sipp market. They will be held in Birmingham on March 18, Harrogate on March 23, Newcastle on March 24 and Bristol on March 30. Call Louisa Hooper on 020 7943 8133 or email retirementplanning email@example.com
Do macro headlines create white noise which impacts market prices? Portfolio Manager at Harris Associates, David Herro, discusses how market volatility can create opportunities to buy good business at a discount.
Balance: Wealth Planning managing director on setting up a new firm and being fed up with inadequate systems Advisers are waking up to the fact that younger people are the clients of the future, and Balance: Wealth Planning managing director Rebecca Aldridge is no exception. She is weeks away from launching a second company that will […]
Two professional bodies have joined forces to co-brand and promote an Islamic finance qualification. The Chartered Institute for Securities & Investment’s Islamic Finance Qualification was launched in 2007 and has now got backing from the Association of Chartered Certified Accountants. CISI and ACCA signed a memorandum of agreement regarding their collaboration on the Level 3 […]