Zurich is running a pilot to determine whether to offer initial commission to advisers for corporate pensions.
Bluefin Advisory Services is to close its Thinc networks and has reached an agreement with Sesame to offer members the opportunity to join Sesame with “minimal disruption”.
The world is no longer on the brink of an apocalypse. That at least is the view of global fund managers judged by this month’s Merrill Lynch survey.Gary Baker, co-head of international investment strategy at Banc of America Securities Merrill Lynch, reports “a surge in global growth optimism”. Although there is no evidence of bullish […]
Keydata has launched its first five-year Annual Kickout Plan, which offers investors the choice of early maturity at each plan anniversary, with a rising bonus facility.
Jacob de Tusch-Lec and James Foster, managers of the Artemis Monthly Distribution Fund, discuss recent developments and how the fund is positioned. Click here to see full discussion
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Outgoing St James’s Place chief executive David Bellamy is to join Weatherbys Bank as chairman. Bellamy announced his resignation from SJP in February. He has been chief executive for 11 years. Bellamy will be replaced at SJP by the firm’s chief financial officer Andrew Croft, while chief risk officer Craig Gentle will step in to […]
The decision to abolish indexation relief on corporate capital gains will have a major impact on many advisers and their clients
The global economic rebound looks set to continue, providing a comfortable environment for equities to thrive