Working as an adviser today can sometimes feel a bit like being a mildly eccentric single woman living sometime in the 17th Century. By this I mean that there is a significant chance you’ll be unfairly accused, tried and punished for practices that very rarely go on. The only saving grace today is that when found innocent nowadays it’s only the industry’s reputation that’s ‘burned at the stake’.
As more and more providers start to reveal their stance on the charge cap and removal of commission and active member discount pricing, we thought it would be worthwhile to look at what these are, and the steps businesses should be taking to prepare for this.
IFAs want more clarity on environmental, social and governance investment products to be able to better communicate them to clients. A HSBC Global Asset Management survey of over 200 UK IFAs found that 57 per cent would like more ratings for ESG products. Concerns over diversity, human rights, consumer protection, and animal welfare are the […]
St James’s Place has hired Claire Blackwell as director of marketing from Newton Investment Management. Blackwell says: “We have a responsibility to continue to develop ourselves and our proposition in the interests of better financial outcomes for clients.” SJP shuns new CII exam in favour of in-house programmes She has held a variety of positions across the […]
Something drastic needs to be done to make the protection landscape fit for today’s world Like most journalists, when I first began writing for Money Marketing years ago, I needed to be schooled in the ways of financial services. In my case, this role was carried out by a small coterie of energetic financial advisers […]