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Openwork passes 3,500 adviser mark as in-house funds spike

Openwork has passed the 3,500 adviser mark asthe network backs its vertically integrated model to keep delivering growth. In-house funds at Omnis, the network’s investment arm, grew by £1.6bn to reach £5.6bn, results for the year to the end of 2017 show. Openwork has also seen significant growth in its platform, with a 35 per […]

Concept of green plant grow on British Pound currency note.

Robo firm Wealthify launches ethical portfolios

Robo-investment service Wealthify has launched ethical investment portfolios that can be opened with a £1 investment. Wealthify now offers five ethical portfolios investing in up to 25 funds. The company’s chief investment officer and co-founder Michelle Pearce says the launch is the firm’s response to customer demand for investment options that do not compromise their values. […]

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Simon Collins: Are your outsourcing contracts up to scratch?

There are certain issues in financial services that become the hot topic for a while before falling off the radar, only to rise up again when the original matter was not clarified as clearly as first thought. Outsourcing is a case in point, particularly in terms of suitability and discretionary management. It is an issue […]

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Nic Cicutti: The flaw in VouchedFor

It was interesting to see its chief executive criticise the regulator when there is still such room for improvement at his own company How do you find a good adviser? I found myself asking this last week, after reading an article in Money Marketing about VouchedFor chief executive Adam Price, who criticised a proposed FCA […]

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Time is ticking – making the most of IHT exemptions

As tax year end is almost upon us, have your clients made the most of their inheritance tax (IHT) exemptions? Did you know your clients can give as many individuals as they please £250 each. As long as the gift doesn’t exceed this amount (even by a £1) it doesn’t count in their inheritance tax […]

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