Seventy-two weeks in and the equity bear market is officially the worst since the Great Depression. The pace of decline compared with the previous worst bear market, which took 264 weeks, shows the depth of the slump. This is, after all, a balance sheet recession, not your average inventory-led downturn.
These days, with comparison sites and price competition, it can be hard to see what sets some policies apart. By recommending cover that offers more than a financial payout, you could be giving your clients more than they expect. We know it’s important to do things differently. That’s why all our protection plans available through […]
Advice giant St James’s Place will block access to its investment platform for 10 days while it migrates services to a new provider. SJP tells Money Marketing that the work will affect online service ability for clients between 19 October and 29 October. A spokesman says: “SJP will carry out essential maintenance to our systems as part […]
This summer saw the S&P 500 rule headlines for enjoying the longest-running bull market in history. Yet, as per the old adage, what goes up inevitably comes down, and it is the job of advisers to manage clients’ portfolios accordingly – either directly or via the third-party investment services they use. A crude assumption might […]
There is currently no minimum qualification level, but the majority of advisers think this needs to change The role of the paraplanner is a relatively new one and its definition and responsibilities can differ hugely between firms. According to the Chartered Institute for Securities and Investment, the role can be broken down into four key […]