Clarkson Hill has appointed director of strategy and development Bill Moncrieff as managing director, adviser sales.
Falcon chief executive Allan Rosengren has highlighted growing concerns over some of the exit strategies being offered to advisers who sell their businesses or retire.
The Northern Rock endgame moved a stage closer this week after the Government agreed to convert the stricken lender’s Bank of England loan into state-backed bonds.
Partnership Assurance is offering an annuity exclusively for smokers aged over 50 who have smoked at least 10 cigarettes a day for the last 10 years or more.
The Association of Independent Financial Advisers has warned the FSA to “consider carefully” the messages it sends to advisers over the implementation of TCF. In a response to FSA chief executive Hector Sants’ comments at yesterday’s Treasury Select Committee hearing, AIFA says the regulator needs to consider the wider view of what is going on […]
By Denise Wond, marketing manager We’ve heard a great deal about Generation Rent in recent years but what does it actually mean for consumers and advisers and has the face of the typical renter changed? The picture is certainly more diverse than it used to be. Homeownership is at its lowest point in 30 years, […]
News and expert analysis straight to your inboxSign up
Latest from Money Marketing
Latest statistics show personal pensions, in particular, get a bad rap The recently published preliminary estimates from the Office for National Statistics’ Wealth and Assets Survey make for interesting reading with regards to how people view pension savings and how safe they are. The next round of this survey will be even more interesting in light […]
Beaufort Group is planning to add three more firms to its network with one deal expected to finalise next week. Chief executive Andrew Bennett says the other two small to medium-sized firms are expected to join “imminently”. In January, Beaufort Group added Statehouse Group as an appointed representative. The firm is now called Beaufort Financial […]
Significant gilt weightings continue to be recommended, despite concerning signals on their risk Government bonds play a pivotal role in a balanced portfolio; there are very few assets that provide the diversification benefits gilts can bring. So often over the last 30 years, when equity markets have zigged, bond markets have zagged, thereby smoothing return […]