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What makes an outstanding advice firm?

Another year, another sterling display of excellence at the Money Marketing Awards. Having been invited to take part in the judging process for the prestigious Financial Adviser of the Year award, I’ve spent a number of hours pondering the question, what are the traits of an outstanding advisory firm? Here are four areas the more […]

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Aegon apologises to advisers over Cofunds replatforming

Aegon has issued an apology to advisers in response to problems with the Cofunds replatforming. The firm is also increasing headcount in its operations team by redeploying 200 employees to help deal with any further issues. Advisers using the Aegon platform have reported numerous problems with it since it was integrated with the Cofunds business […]

Editor’s note: Stay nimble to find your perfect adviser

I have lost track of how long financial planners have lamented the lack of new blood coming into the profession. While reports of the number of advisers who would leave the sector due to the RDR have turned out to be greatly exaggerated, I take the point that the average age of financial planners isn’t […]

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Old Mutual Wealth: 60/40 balanced model is ‘dead’

The way investor sentiment and habits have changed in recent years, particularly in the retirement space, means the traditional 60/40 multi-asset split is “probably dead”, Old Mutual Wealth head of investments Anthony Gillham says. He says if you had the traditional equity/fixed income split, investors would have seen a fall in the beginning of this […]

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