How should advisers attract and train new talent?

Courses and training schemes aimed at bringing new talent into an industry can only do so if they generate enough interest to make them viable. Earlier this year, the University of South Wales closed its BSc Financial Planning, Investment and Risk degree course to new applicants because demand was lower than expected. Financial planning degrees […]


DB transfer demand up as more consumers accept quotes

Data from pensions administrators Xafinity suggests that the proportion of those deciding to transfer their defined benefit pension after receiving a quote has increased. Figures from a sample of firms Xafinity works with shows that during the first quarter of 2016, 562 transfer quotes were requested. This nearly doubled to 958 for the first three […]

Time for a new approach to asset allocation

Trevor Greetham, RLAM’s head of multi asset, introduces the recentlylaunched RL GMAPs. Asset allocation has become an increasingly difficult challenge for investors and advisers in the years since the financial crisis. Sometimes violent price swings in stock and commodity markets coupled with the collapse in the rate of interest on bonds have made it harder […]


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