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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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Firms believe the crime consumers are most at risk of is pension liberation fraud, according to the FCA’s first annual financial crime survey published today. The study of over 2,000 UK firms in 2017 gives a collective view of the activity being undertaken by firms to combat financial crime across the industry for the first […]
Increasing regulatory requirements and the quest for greater efficiency are leading more advice firms to bring in outside expertise A combination of regulation, legislation and improvements in technology are encouraging advisers to develop more rigorous and consistent processes. Recent research we undertook found over two-thirds of advice firms now operate a centralised investment proposition, showing […]
I have always been very pleased to count myself as one of the contributing IFAs here at Money Marketing. I find the whole process of writing this column thoroughly enjoyable and more than a little cathartic. However, I also feel quite a weight of responsibility, which sometimes makes writing certain pieces a little difficult. Just like […]