Loomis Sayles senior global economist James Balfour looks at the three main macro themes evident during October: a world lacking in demand; the strength of global market performance; and the required exit from profits recession.
Advisers are set to pick up more work planning for long term care needs, a new survey by Just Retirement Partnership suggests. While two thirds of over-45s believe they may be forced to sell their home to pay for care, only 6 per cent have included care costs in their financial planning. 53 per cent […]
Zurich has appointed former Prudential executive director Tulsi Naidu as its UK chief executive. The appointment comes after Zurich announced last year UK chief executive Gary Shaughnessy would be taking on a new role as chief executive for Europe, Middle East and Africa. Naidu joined Zurich in September as EMEA head of business development. She […]
Working out how much you can put into a pension has never been the easiest thing. Over recent years, the variations on the annual allowance has only made it harder for higher earners and those seeking to access their benefits earlier in life. The issues could be enough to restrict the amount people pay into […]
The FCA has recently published a paper on smarter consumer communications (FS16/10). It pulls together feedback on various issues around communicating information to consumers in a way that is compliant but also more engaging and relevant than is the case currently. It does not contain any proposed new rules or policy but it does signpost […]
Click link to view full video Portfolio manager Aziz Hamzaogullari talks about the unique style he brings to growth investing, shares examples of companies that meet his growth criteria and explains the importance of fundamental research in a concentrated fund.
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I have been judging lots of awards lately and I have found many of the reports quite cumbersome to read. So, it got me thinking about the recent courses I’ve attended on report writing which might help improve the way you communicate with clients. Do you email clients their reports? Many clients may not register […]
Investment trust sales by advisers and wealth managers on adviser platforms hit a record high in the first half of 2017, up 74 per cent on the first half of 2016, the highest figure ever for the first six months of a year. In the first half of 2017 investment trust sales reached £514m, compared […]
The purpose of imposing responsibility on the principal is to make sure they are treated as if they had acted in breach of the rules, as well as the AR