Keydata now has over 800m in funds under management since launching its first product in December 2001. It has broadened its product offering with the launch of two venture capital trusts in the past six months and has plans to launch a range of energy investments. It is also to offer a property fund to be managed by Bates Investment Services founder Graham Bates.
Royal Bank of Scotland is understood to be considering how its two brands – The One Account and First Active – are positioned within the group.
Research by Mortgage Brain reveals what introducers look for KFI generation and product selection. Mark Lofthouse, CEO of Mortgage Brain, assesses the survey’s findings
I have all due respect for Harry Katz’s prowess as an industry commentator and fellow contributor to these pages but I do wonder whether or not there is any point to what seems to be his ongoing feud with John Ellis over the purpose or relevance of the Personal Finance Society, as the LIA and the Sofa have now become.
The critical-illness market is once again the subject of debate, with providers and distributors discussing its future and position in the sales process.
Graeme Robb, technical manager, explores how changes in legislation are impacting trustees who aren’t entitled to the dividend nil-rate band. Read more
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Scammers are pretending to have offices in London’s famous Gherkin building as part of their attempts to impersonate a genuine asset manager. The ‘clone’ scam the FCA has highlighted in a website post today involves fraudsters borrowing the name of Wharton Asset Management, which is actually based on Harley Street in London, but forges an […]