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Out of context

“For years people laughed and took the mick out of me for drinking cider but because of Magners I’m now cool.”
Leadbay PR Debbie Staverley

“Compliance is good for the soul.”
Compliance consultant Adam Samuel plans a night in the pub redrafting the FSA’s Disp rules

“Poor Ed Carey at Cofunds – the man cannot putt, he can’t drink and he certainly can’t dance.”
TMP’s Alan Easter boosts Ed Carey’s confidence after an L&G golf day

“He told me he thought Champagne was a devaluing commodity.”
HBOS’s Richard Janes on new colleague David Gwyer’s investment tips


General financial adviser is seen as a holding role

JP Morgan Asset Management believes that the general financial planner category proposed under the retail distribution review should be temporary as it considers that most advisers will eventually fall into the certified financial planner or primary advice brackets.Commenting on the firm’s IFA survey, Surviving the storm, head of UK retail sales Jasper Berens says the […]

Waiting for wave of wrap consolidation

The growing number of wraps will only convince more advisers to delay choosing a single provider and wait for consolidation in the market, according to JP Morgan Asset Management.JPM’s survey of the adviser market found that half see wrap it as a factor crucial to their future success and 49 per cent also say they […]

Time is needed to make fee move

JP Morgan Asset Management has raised concerns that IFAs may not be given the time and regulatory support to move to the fee-based model favoured by the retail distribution review.In its IFA survey, Surviving the storm, JPMAM says advisers need to be give sufficient time to make the transition and help should be made available […]


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