Have bacon sarnies and Resolve at the ready next Wednesday following the industry bash of the year, indeed, of the last 20 years – Money Marketing’s 20th birthday party – to be held at London’s Somerset House (above).The Diary expects to see many new friends and long-time cronies.
Barclays Global Investors’ brand of exchange traded funds, iShares, is to sponsor the Zuri-Metzgete cycling event, taking place in Zurich on October 2. The event, which has now been catchily renamed the iShares Zuri-Metzgete, has been held for 92 years. As one of the final stages of the Pro Tour circuit, the gruelling 241km race […]
Lifesearch has called on the Association of British Insurers to lead an industry ad campaign to raise consumer awareness of the protection gap and improve perception of the sector. Managing director Tom Baigrie says the industry has to tackle the lack of public demand for protection but says distributors do not have the financial resources […]
We are at an important point in the development of Asian economies. In the near term, they face challenges which, on the basis of historic patterns, could be expected to lead to weakness in the region’s stockmarkets. Higher oil and commodity prices will impact on Asian companies, which still depend heavily on imports of such materials.
Nicola York examines the ABI’s latest initiative to safeguard CI business but finds IFAs sceptical of whether it will really benefit clients
Employees at Johnson Fleming, in Bromsgrove, Worcestershire, are looking forward to trying out some dramatic new hairstyles on Wig Wednesday. A host of colourful wigs will brighten up the office on 20 May as staff support children and young people with cancer.
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The Financial Services Compensation Scheme will automatically compensate hundreds of clients of a collapsed discretionary fund manager, but other investors will have to wait another five months to get their money back. London-based Beaufort Securities has been investigated by both the FCA and US authorities. An indictment from the US Department of Justice alleges that […]
Fiducia managing director on ‘good old-fashioned’ customer service in the digital world Anthony Scott is adept in the art of communication. As an adviser and a novelist (he has written the novels ‘On Ashover Hill’ and ‘The Birthday Gift’) it is crucial for the Fiducia Group managing director to engage and build a rapport with […]
The FCA has reiterated its warnings that advisers outsourcing defined benefit transfer advice to firms with relevant qualifications cannot divorce themselves from responsibility for the eventual recommendation. While existing FCA rules require additional qualifications to advise on DB transfers, and the FCA has written to all firms who have DB transfer permissions as part of […]