I get a little exasperated with all the evangelism concerning commission. If those who seek to change things thought about it a little more, they might realise that: If insurance companies are daft enough to pay these huge sums, why not take them? In the case of life cover, no one says you have to […]
Lifesearch head of protection strategy Kevin Carr fills a variety of roles for the company. He is the PR division, the company spokesman and he manages the media as well as sales relationships with product providers. He is also, according to some, “a rent a quote” and “overexposed”.
Thomas Smith, manager of the Neptune Latin America Fund Latin American equities have performed strongly so far in 2016, returning 27 per cent in sterling terms. Much of this move has been driven by newsflow from Brazil, with markets reacting positively to the government voting to impeach President Dilma Rousseff and on the hope of […]
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 […]