Legal & General has slashed with-profits bonuses in line with other insurers, it has announced today.
BNP Paribas Investment Partners is launching a joint venture with Northern Lights Ventures, a US private equity firm focused on the institutional asset management industry.
Whenever you see an article on trusts, it almost always repeats the same arguments about the benefits, they help avoid inheritance tax, avoid probate, make sure the right people benefit and so on – and it is true that all of these are benefits for the client.
Qualifications regulator Ofqual has approved accreditation of the ifs School of Finance’s level four diploma for financial advisers.
Content supplied by Natixis Global Asset Management This video from Natixis Global Asset Management focuses on Active Share. One strategy for the smarter use of equity investments is ensuring you get what you pay for. According to the company, looking at Active Share can give you a better perspective on where performance comes from. Active […]
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There are numerous trip hazards with carry forward but more clients will want to be looking at it Many believe the annual allowance will be fair game for the chancellor soon, as one of the least painful and least complex reductions in cost to the Treasury. As such, the need to contribute while clients can and […]
The world is a challenging place for a traditional one-man (or -woman) band Increased regulation and rising costs are leading to a growing number of mid-sized adviser firms. Sole trader and two-handed businesses are becoming rarer as changing rules and client demands present a greater challenge for smaller firms. Between compliance, technology and the implementation […]
Thirty-six months is a short time in pensions. Before April 2015, few could have predicted that compulsory annuitisation would come to an end and the door to full withdrawals would be swung open. As the pension freedoms reach their third birthday, it is worth weighing up the evidence to date. Let’s start with the good […]