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Wingate Financial Planning and Navigator Financial Planning were among the top advice firms to take home prizes at last night’s Money Marketing Awards. Leading lights of the profession gathered in London last night for the glamarous ceremony hosted by comedian Marcus Brigstocke. The Money Marketing Awards recognise those who had reached the top of their […]
Investor discipline is required more than ever when political emotions are running high
The fund will be the first in the world to be managed by AI and machine learning One of Sanlam Global Investment Solutions’ Ucits funds will now be solely managed through artificial intelligence. The Sanlam managed risk Ucits fund will be the first balanced fund in the world to be driven by AI and machine […]
AWD Holding AG announces revenue of 22.8 per cent during 2004 to 473.4m.Operating profit was boosted by 29.5 per cent to 49.3m, net profit increased by 38.9 per cent to 34.3b and earnings per share reached a record level of approximately 0.90, up by 38.9 per cent.The UK-arm of the German group, AWD plc grew […]
For a job as big as managing the auto-enrolment changes, it’s important to know what has been completed and what still lies in front of you to give you the reassurance that everything is in hand. Getting the planning and project management right at the outset can help you see the path ahead and ensure everyone knows their roles and responsibilities. To help with this, Johnson Fleming has produced a checklist outlining every step that needs to be taken when preparing for auto-enrolment.
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It is encouraging to see the FCA close in on lazy fund management, but more needs to be done Without fanfare, the FCA has confirmed its intention to punish lazy fund management. Several groups have been persuaded into voluntarily compensating investors who bought their beta-posing-as-alpha products, otherwise known as closet trackers. The regulator suggests that […]
Ex-GBST man and FinoComp chief executive Ray Tubman on the need for a brave new world of interoperability Platforms running on proprietary technology often see this as a competitive advantage, even if it is expensive to run. But ex-GBST man and now FinoComp chief executive Ray Tubman does not believe outsourcing is the poor relation. […]
Ahead of speaking at Money Marketing Interactive in May, founder and director of The Yardstick Agency Phil Bray gives tips on how advisers can improve their public image and why the FCA should rethink their plans for the register On a scale of 1 to 10, how optimistic are you about the advice market for […]