Money Marketing has launched a podcast service on its website featuring a three-part interview with outgoing Aegon pensions development director Stewart Ritchie. It can be found at www.money marketing.co.uk/podcast
Money Marketing stated last week that Norwich Union provides back-office support to the Nucleus wrap. We are happy to clarify that Nucleus’ back-office support is provided by Scottish Friendly, the firm that Norwich Union has agreed to outsource its wrap proposition to.
What does a well-diversifed portfolio look like? What were the quarterly trends in model portfolios in Q4 2015? The Portfolio Barometer highlights trends uncovered by analysis of 210 model risk-rated portfolios managed by UK financial adviser and wealth management firms in the three months from October to December 2015. The model portfolios under review were […]
Sometimes emotions drive client decisions so advisers need solutions that satisfy emotional and financial objectives. As humans, we have very elaborate neural systems to address threats. In particular, the emotional circuitry that kicks in to protect us from perceived threats – the ‘fight-or-flight’ response. But there is a very important distinction between threats in the modern world versus […]
Intrinsic investment proposition head Chris Jones has joined risk-profiling firm Dynamic Planner to head up its proposition to advisers and asset managers. Jones had been at the Quilter-owned financial advice network since 2012. A chartered and certified financial planner, Jones was previously an IFA and has held roles at major firms like Bradford & Bingley […]