The IFA contesting a restitution order being made by the FSA in the High Court has been given until December to strike a deal. Bill Matthews, a partner with William’s Life Pension Mortgage and Insurance Services, will hold discussions with the FSA for compensation and costs over a pension review.
We know that we all have difficult jobs to do at the moment but most IFAs do a good job and are respected by their clients. What we do find confusing is the attitudes of some insurance companies and service issues. Some are getting much better and some give appalling service. Here is a story […]
A product designed to bring some unique attributes to the crowded absolute return global macro space With diversification and risk management top of investors’ wish lists when it comes to alternatives, step forward the H2O MultiReturns Fund. H2O Asset Management is an independent boutique backed by Natixis Global Asset Management and has a 14-year track […]
Fidelity’s new zero-fee index funds have rocked the boat in the US. Players here must sit up and take notice I was interested to see that Fidelity has launched two new index funds in the US: Fidelity Zero Total Market and Fidelity Zero International. Both have an expense ratio of zero per cent. Fidelity was late […]
Encouraging more diversity in your business has benefits for the bottom line, but advisers have a long way to go to realise the benefits of equality in their firms. Speaking as part of a panel debate on diversity in advice, which mainly focused on gender diversity, three female advisers shared their views on why the […]
The Financial Services Compensation Scheme has declared six firms in default, with an advice firm and two mortgage businesses on the latest list. Advice firms on the regist covering defaults in August include Newcastle-based Chadkirk Wealth Management. The firm appeared to be a one-man band. Claims managers have already posted adverts regarding potential compensation over […]