Panellists at the MM/Unbiased.co.uk/Opinium round table discuss where we are with the retail distribution review and other industry developments.
Unbiased.co.uk chief executive Karen Barrett, Financial Services Skills Council director for skills and development Sarah Thwaites, Aegon head of industry development Peter Williams, Evolve Financial Planning director Jason Witcombe, Axa head of pensions development Mike Morrison and Opinum associate director Matt Webster offer their views on the big issues facing advisers and the future of the industry.
Round Table
See this week’s Money Marketing for coverage of the round table.
The Ascentric sales and marketing director is driven by creating technology solutions for IFAs that keep pace with changing customer expectations and while much of the industry is still preparing for RDR, he is one step ahead in planning how wrap platforms will work alongside new adviser models Interview by Lee Jones
EU finance ministers yesterday approved new draft regulations under the alternative investment fund manager directive aimed at tightening the hedge fund and private equity industry.
Fears of the European debt crisis spreading saw the FTSE 100 fall through the 5,000 barrier for the first time in over six months.
The strategic manager of managers portfolios that SEI Investments recently launched on the Cofunds platform do not invest in alternative assets as the multi-manager feels they do not add value above the existing assets it holds The seven Dublin-based strategic risk-graded portfolios range from defensive to aggressive strategies. The lower-risk funds prioritise capital preservation while […]
Tim Greenway, Property Analyst at Royal London Asset Management, looks at the opportunities offered by the industrial sector in his latest UK property market update. Read the article here The value of investments and the income from them is not guaranteed and may go down as well as up and investors may not get back […]
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Advisers will not be eligible to become shareholders in AJ Bell when it floats unless they are a customer of a business, the platform has said. The business is preparing to list on the main market of the London Stock Exchange either in December or early 2019. As part of the listing, AJ Bell is […]
Paraplanning firm Heather Dunne Consulting has gone into liquidation after its principal restricted its pension transfer permissions. Adviser Heather Dunne founded the firm in 2002 to support advisers doing pension transfers and the firm’s biggest client was HDIFA. HDIFA is also run by Dunne but was placed on voluntary suspension in July 2017 when it was […]
HMRC is tightening the screw on tax avoidance involving profit fragmentation Tax avoidance continues to drive Treasury and HM Revenue & Customs activity. Over the summer, the Revenue published responses to its consultation on proposals to tackle schemes designed to move UK business profits outside the charge of UK tax, often using offshore trusts and […]
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