Adviser and investment management group Attivo has made the first three appointments in a recruitment drive it expects to lead to 50 new members of staff by the end of the year. James Cobb is now group technical manager after joining from Hargreaves Lansdown where he did the same role. Teresa Crew will lead the […]
There is a great deal of rule-making going on in Brussels right now, some of which will have a significant impact on the retail distribution market in the UK. The European Union packaged retail investment and insurance-based investment products regulation, requiring disclosure of key information to investors for all Priips, combined with a new […]
The pension freedoms promised by Chancellor George Osborne have arrived. With them have come a whole host of issues and dilemmas for advisers. Insistent transfer requests seem to be top of the list. Personal Finance Society chief executive Keith Richards even took the unusual step of writing to the FCA and the Government to highlight […]
To help you to keep up with the fundamentals of tax, retirement and financial planning, try answering these questions…
Do macro headlines create white noise which impacts market prices? Portfolio Manager at Harris Associates, David Herro, discusses how market volatility can create opportunities to buy good business at a discount.
- Top trends
- Top trends
- Advisers question SimplyBiz membership amid rising costs and declining offerings
- FCA and CII announce new exam to ‘reassess’ Level 4 qualifications
- How much are advisers charging for pension transfers?
- Ros Altmann: Good pension not always enough for a good later life
- SJP shuns new CII exam in favour of in-house programmes
News and expert analysis straight to your inboxSign up