Retirement Strategy has been rescheduled and will be published with the January 21 edition of Money Marketing.
Former Credit Suisse Asset Management UK chief executive David Norman is launching a new asset manager offering low-cost passive investment solutions, with plans to launch a fund range this year. Norman has teamed up with Folio Partners founder Gary Mairs to launch TCF Fund Managers. Fund manager John Kenny has joined the duo as partner […]
The paradox of the RDR is that the D stands for distribution (which is what the banks do), yet the principal focus of the RDR appears to be standards of advice, which is what IFAs provide. Now, we all know there are things wrong with the industry’s historic and present distribution model, primarily because its […]
Axa Framlington has appointed Dan Harlow as a portfolio manager in its UK equities team.
Keydata investors have hit out at the firm’s administrators PricewaterhouseCoopers, saying it has failed to keep them informed of when to expect delayed income payments.
Jim Grant – Senior Product Insight & Technical Support Analyst There’s sometimes confusion around what triggers the money purchase annual allowance. Find out what does and what doesn’t trigger the MPAA. The money purchase annual allowance (MPAA) is a reduced annual allowance that can apply to contributions to defined contribution (DC) schemes. The following table […]
- Top trends
News and expert analysis straight to your inboxSign up
Latest from Money Marketing
It is encouraging to see the FCA close in on lazy fund management, but more needs to be done Without fanfare, the FCA has confirmed its intention to punish lazy fund management. Several groups have been persuaded into voluntarily compensating investors who bought their beta-posing-as-alpha products, otherwise known as closet trackers. The regulator suggests that […]
Ex-GBST man and FinoComp chief executive Ray Tubman on the need for a brave new world of interoperability Platforms running on proprietary technology often see this as a competitive advantage, even if it is expensive to run. But ex-GBST man and now FinoComp chief executive Ray Tubman does not believe outsourcing is the poor relation. […]
Ahead of speaking at Money Marketing Interactive in May, founder and director of The Yardstick Agency Phil Bray gives tips on how advisers can improve their public image and why the FCA should rethink their plans for the register On a scale of 1 to 10, how optimistic are you about the advice market for […]