Competition and technology should have forced down prices for investors When, in 1931, M&G created the First British Fixed Trust, the UK’s – and indeed Europe’s – first unit trust, there were no Penguins. Penguins were first created in 1932. Yes, I was shocked too, until I realised that was the chocolate biscuit, not the […]
Do not let clients forget about everything you can do for them in between your scheduled reviews The introduction of the RDR had a number of implications for advisers, one of the biggest being the ban on commission. The change necessitated a shift from a transactional to a service-based proposition delivered in return for a […]
70 per cent of financial advisers would offer advice on small investment portfolios of £50,000 or less, according to a survey by NS&I. The figures collected in January show consumers believe financial advisers are not willing to advise on amounts under £50,000, but a majority of advisers believe in actively supporting a savings culture through […]
Ahead of her appearance at Money Marketing Interactive on 3 May, Susan Hill Financial Planning IFA Susan Hill looks to the future of ad valorem and self-investment Book your free place at http://mmi.moneymarketing.co.uk/london/attending/register-interest-london-2018 On a scale of 1 to 10, how optimistic are you about the advice market for 2018? 10 What is the best innovation you’ve seen […]
The Department for Work and Pensions (DWP) has recently published new research, which once again demonstrates how the prospect of retirement is changing for older workers.
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