GBST Wealth Management, formerly Infocomp, has said the cancellation of the James Hay contract in December 2008 contributed to its 44 per cent drop in earnings before interest, taxes, depreciation, and amortisation during the 2009 financial year.
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Capital Protected FTSE Bonus Plan 1
The Chartered Insurance Institute is offering associates the chance to earn money and gain continuing professional development points by becoming examiners.
There is one decision that will have a greater impact than anything else on the future growth and profitability of an adviser firm – choosing the right client management system.
Fees under pressure. Regulatory moves against closet indexers. Rapid advances in financial technology. Shifting sentiment among investors. Such mounting challenges have led to widespread speculation about active management’s shrinking future. But a closer look inside intelligent portfolio construction today tells a story of expanding roles, added value, and innovative risk-adjusted, lower-cost solutions. Four investment experts […]
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Three fund selectors give their views on choosing passive funds, blending, and investor suitability
The youngest ever fellow of the Personal Finance Society has moved to a new advice firm. Vito Faircloth gained the accolade last year at the age of just 22. He became level four qualified in August 2015 before taking additional exams with the professional body. Chief executive Keith Richards described the achievement as “truly remarkable”. […]
Providers are calling on the Work and Pensions Select Committee to tackle the advice gap and tax on pension withdrawals in its review of pension freedoms. The committee said last month it was opening an inquiry into whether the pension freedoms are achieving their objectives and if policy changes are needed. In its submission to […]