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Paul Lewis: Financial advisers and journalists are one and the same

We must support each other more in our different roles. After all, we both exist for the same reason Why do financial journalists exist? I am sure that it is a question many IFAs ask, especially when they read things they think are wrong, dangerous or fail to end with “find a good, qualified financial […]

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Can platforms keep up with product governance rules?

New regulations are causing confusion over which parts of the advice chain are responsible for checking products are appropriate for particular clients. The Product Intervention and Product Governance Sourcebook, or Prod, is part of the FCA’s Handbook and concerns the manufacture and distribution of financial products and services. The rulebook was introduced under Mifid II […]

Lessons to be learnt

DFM masterclass: markets, strategy and asset allocation

Watch Nick Georgiadis, Head of DFM, discuss asset allocation and investment strategy on Asset TV’s DFM masterclass. In this masterclass on discretionary fund management, a panel of industry experts discuss their views on the current market, inflation figures, investment strategies, asset allocation and what they will be focusing on when managing portfolios over the next […]

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