Mortgage rates have begun to drop in the face of the biggest housing price fall since 1983, according to the Halifax.
Nearly a third of advisers do not use a client management system, a survey by Bankhall has found.
Legal & General has sent out over 9,000 sales aids to help advisers diversify into the family protection market.
A North-east financial adviser who specialised in the small business sector has admit- ted charges of theft, cheque forgery and deception at a court hearing.
Jennifer Gilchrist Proposition Lead – Design, Royal London When someone mentions whole of life plans, most people will think of a niche product that serves as an inheritance tax planning tool for high-net-worth clients. And it’s really not surprising they’ve been pigeonholed in that way because before the arrival of RDR in 2013, that’s more […]
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The curious goings-on in the world of financial services
Experts have played down any immediate moves from the FCA towards those firms that are not prepared for Mifid II regulation that comes into force on 3 January 2018. However, concerns remain that a “material number” of small asset managers have not yet started preparing for the major European regulation. The FCA expects firms to […]
OMGI chief executive and star fund manager Richard Buxton is set to lead a management buyout of the single-strategy funds division of Old Mutual Wealth with the backing of TA Associates. The £550m deal is set to be announced before Christmas, Sky News reports. The buyout is part of Old Mutual’s managed separation, which is […]