True Potential has decided to end its relationship with SEI as it develops its own in-house platform technology, Money Marketing has learned. The firm says it wants to take “full control” of its business and rebuild the technology for its pension and investment platform to service advisers and clients itself. As a result, it will […]
As debates around the relative merits of automated and face-to-face advice continue to rage, onlookers are assessing whether more advanced artificial intelligence systems that learn and adapt by themselves could radically shake up the planning profession. In October 2017, the government released an independent review on the increasing benefits AI could have for the UK economy. […]
Ben Stapley, portfolio manager of the JPM UK Equity Growth Fund takes on the Elevator Pitch challenge.
The number of IFAs who will consider drawdown for clients with pots of under £50,000 continues to grow, according to Cicero Group’s annual adviser study. This year the research finds over three-quarters or 78 per cent of advisers would consider drawdown for those with pots under £50,000, higher than the 69 per cent in 2015. Similarly […]
By Joshua Ausden, Head of Client Investment Strategy at Neptune FE Alpha Manager Mark Martin and Assistant Manager Holly Cassell explain how they have delivered sector-topping returns with a low level of volatility in the UK Mid Cap Fund. Since inception in December 2008, the £616m fund has returned 299%, outperforming the FTSE 250 Index […]
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