Lighthouse Group has joined the Financial Services Skills Council. The FSSC will work in partnership with the group to provide training, education and skills development for its advisers.
I am concluding this series of articles, updating an overview of the major investment asset classes, by summarising the relationship between the current and expected behaviour of equities against the main alternatives.
An investor seeks advice on the best way to invest in property
PruHealth sales director Dave Priestley says PMI providers must move towards incentives for a healthy lifestyle
Lord Leitch is taking over as chairman of Bupa next month. Leitch, former chief executive of Zurich Financial Services, was already a director of the healthcare group and succeeds Bryan Sanderson.
The global economy isn’t headed into recession, at least not yet. This month, David Lafferty, Chief Market Strategist at Natixis Global Asset Management, examines current capital market and portfolio risks for signs of recession. Click Here for Capital Market Notes
- Top trends
News and expert analysis straight to your inboxSign up
Latest from Money Marketing
The Financial Services Compensation Scheme will automatically compensate hundreds of clients of a collapsed discretionary fund manager, but other investors will have to wait another five months to get their money back. London-based Beaufort Securities has been investigated by both the FCA and US authorities. An indictment from the US Department of Justice alleges that […]
Fiducia managing director on ‘good old-fashioned’ customer service in the digital world Anthony Scott is adept in the art of communication. As an adviser and a novelist (he has written the novels ‘On Ashover Hill’ and ‘The Birthday Gift’) it is crucial for the Fiducia Group managing director to engage and build a rapport with […]
The FCA has reiterated its warnings that advisers outsourcing defined benefit transfer advice to firms with relevant qualifications cannot divorce themselves from responsibility for the eventual recommendation. While existing FCA rules require additional qualifications to advise on DB transfers, and the FCA has written to all firms who have DB transfer permissions as part of […]