The Personal Finance Society has appointed Smith & Williamson director and national head of financial services Mike Fosberry to take over from Paul Lothian as president. Zurich Intermediary Group chartered financial planner Edward Grant has been appointed PFS vice-president.
In a recovery phase investors typically favour stocks that were the least impacted by the fallout. After the long-term capital management crisis in 1998, for example, investors flocked to technology stocks. With hope returning to the market after the latest crisis, the rally to date has centred on emerging markets and commodities stocks.
The Chartered Insurance Institute has seen a 67 per cent increase in interest from universities wanting to take part in its graduate roadshow compared with last year. In 2008/09, the CII took its roadshow to 30 universities but has a tour of 50 universities on its 2009/10 schedule. The roadshows aim to improve students’ perception […]
Tesco Bank has selected Fiserv and its Signature platform to provide its core banking solution.
Nucleus finance director Neil Howitt is leaving the platform.
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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Technology provider Moneyhub will now use Intelliflo’s application programming interface for its advisers. Integration onto the API will allow for advisers to access real-time information of client’s managed pensions and investments. Advisers will also be able to link investments they manage and see clients’ spending and savings patterns. The Big Interview: Moneyhub chief executive on […]
The past few years have seen a rapid rise in the number of fund managers linking with risk profilers to launch new ranges. Determining risk is a central part of the advice process. But risk-profiling tools have been subject to criticism over the wildly different asset allocations they produce and their lack of consistency when […]
AJ Bell is expanding its passive range to target a higher expected return for investors with a new global growth fund. AJ Bell launched its first range of own-brand funds last year with five risk-targeted multi-asset passive funds. The platform and Sipp provider said it has launched the Passive Global Growth fund in response to […]