Ross Butters, managing director of Omnium Wealth Management, discusses technology’s role in successful advice firms.
Nicolas Just, Head of Smart Beta at Seeyond, says the most important point to recognise about the Seeyond approach to investing is that it sees volatility as an asset class and, with its factor-plus products, it aims to build portfolios that will outperform an index over one year/achieve outperformance as frequently as it can.
Winning three trophies at this year’s Unbiased media awards is serious business for Jonothan McColgan. In fact, his livelihood depends on it. As the owner of small advice firm Combined Financial Strategies, McColgan cannot compete with the marketing budgets of bigger firms. He has had to find other ways to attract clients, so winning industry awards has become […]
EEF stated in its 2015 EEF Manifesto that the UK’s growth prospects depend on people being fit, working and productive. Keeping people in work and helping people return to work is very important for the manufacturing sector. It means boosting productivity by getting people back into work as early as is possible, as well as fostering workplace cultures and environments that proactively manage individuals’ health conditions so that all can benefit from lower sickness absence outcomes.
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An undercover investigation has revealed some advisers from St James’s Place are not disclosing their charges clearly or stating they are restricted. In an investigation by consumer champion Which?, undercover researchers saw 12 SJP advisers over a two-week period in May. The researchers were seeking independent advice on investing £100,000 and all were offered free […]
Former work and pensions secretary Iain Duncan Smith has called on the Government to stop “punishing” landlords and rethink its stamp duty and mortgage interest relief reforms. Since April, landlords have not been able to claim tax relief on mortgage interest payments, and by 2020 they will only be able to claim tax credit at […]
Providers will have to submit data on pension transfers, the rate of withdrawal from drawdown, number of annuities sold and use of advice and Pension Wise