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.
Robo-adviser Candid Financial Advice has exceeded £100m in client funds under advice five years after its launch. Candid director Justin Modray says he is now looking to improve the firm’s scalability and accelerate growth since starting out in 2013. The firm is targeting an additional £100m in the next two and a half years. Modray […]
SimplyBiz Group has announced two new hires in a bid to strengthen its compliance support team. Paul Bruns, who will work as director of field compliance, joins from Sesame Bankhall Group, where he worked for 14 years – most recently as compliance operations and oversight manager. Among his new duties he will take charge of […]
Financial Services Compensation Scheme (FSCS) compensated thousands of former Beaufort clients five months after the discretionary fund manager’s collapse in the most recent round of repayments. Last weekend, 12,000 of Beaufort’s ex-clients were moved to a new broker company The Share Centre. First tranche of cash and assets was returned to clients in this round. […]