US firm Massachusetts Mutual Life Insurance Company (MassMutual) is set to acquire Baring Asset Management from ING for £260m.
Sesame is ranked the highest-earning IFA company, according to IMAS Corporate Advisers’ latest research.
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 […]
What counts with the PPF, we now learn, is not when the employer goes bust but when the pension scheme winds up.
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 […]
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Lawyers who represent investors against Berkeley Burke over allegations of mis-sold Sipps estimate more than 1,000 claims could be in the pipeline. The High Court has approved a group litigation order relating to claims against Berkeley Burke Sipp Administration, and those affected have until 23 July 2018 to register to join the group action. It […]
Do not be spooked by recent falls. The bull market has further to run. Stockmarkets have been thriving in the not-too-hot, not-too-cold “Goldilocks” backdrop of the last few years. Growth has been strong enough to boost profits, and inflation low enough to keep central bank policy loose. Recent stockmarket weakness is centred on signs that […]
The FCA continues to engage with the asset management industry on new European regulations as questions remain over how firms should report costs and charges. After over a month since Mifid II and Priips came into force, concerns have been raised on how fund fees, in particular transaction costs, should be calculated under the two […]