The Mortgage Business managing director Nigel Payne has had his role extended to managing director of BM Solutions. This comes after former MD Tim Hague moved to head savings and investments at Birmingham Midshire.
In this short video, Azhar Hussain, head of global high yield at Royal London Asset Management, explains how his team balance bottom-up with top-down research in constructing multi-asset credit portfolios. Watch the video in full The value of investments and the income from them is not guaranteed and may go down as well as up […]
Trouble ahead for Europe? Against a backdrop of Brexit and high sovereign debt, European funds have had a problematic year Brexit has been unavoidable for the past two years, dominating almost every aspect of British life. While the UK parliament has yet to vote on the deal (the original vote was 11 December but this […]
Do not be afraid to challenge clients. Doing so is vital to ensuring their secure financial futures With the use of cashflow modelling software growing, many advisers, while conservative and prudent with their own, often make the mistake of being too keen to include a client’s assumptions without really testing them. This can cause serious […]
Two pension trustees who launched legal proceedings against the advice firm formerly called Truestone Wealth Management have been granted a court date in early 2020. According to Law360 UK, two acting trustees of London-based directors’ retirement and death benefit scheme Radley Yeldar claim a mistake made by an adviser at Truestone has cost them £3.5m. Truestone […]