IFA Promotion has been awarded a Plain English Campaign Award for its consumer guide Financial advice: The buzzword is independent. The guide, aimed to clear up any confusion surrounding financial advice after depolarisation, topped the 2005 Plain English category as one of the years clearest documents.
Threesixty services is launching a new financial services training faculty for IFAs.The service is designed to help members of staff obtain the Certificate in Financial Planning or the Certificate for Financial Advisers qualifications.It is specifically geared towards admin staff after threesixty research found a differentiating factor between IFA firms is the quality of the back […]
Fidelity MultiManager Equity income Portfolio
The Exchange has launched a new version of its web building solution for advisers, Advisernet, offering additional functions and features.The new Advisernet provides users of the portals Exweb service with a bespoke website including the ability to customise each page, unlimited extra pages, on screen editing of content and full compliance audit trail.The Exchange says […]
Are endowment-chasing firms operating in the Wild West of financial services? Some of the stories emerging from the the sector would suggest as much.
Dr. Andrew Lo, Founder and Chief Investment Strategist at AlphaSimplex, discusses why it is difficult to keep a long-term perspective in short-term markets.
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Latest from Money Marketing
As the outlook for the UK’s economy remains uncertain, how can advisers prepare portfolios for any change in inflation? As higher inflation fails to appear on the horizon and wages grow faster than expected, fund managers are weighing up their portfolio moves for any potential changes in the economy. The UK consumer prices index rose […]
IFA directors Kevin and Cheryl Neal have been banned from being company directors by the Insolvency Service for six and four years, respectively. The married couple ran the now-defunct Hertfordshire-based Kevin Neal Associates Wealth Management. They were disqualified for taking assets from an insolvent company. The firm had been incorporated to take over the business interests […]
Hartley Pensions has bought the “untainted” assets of the Lifetime Sipp Company, which went into administration earlier this year. An update published today on the website of Lifetime’s administrators Kingston Smith & Partners says Hartley Pensions has also agreed to administer the tainted Sipps held by Lifetime Sipp. The administrator described tainted assets as those where […]