Schroders to merge UK fund duo
Schroders is to merge Richard Buxton’s UK large-cap fund into its UK alpha plus vehicle by the end of the year.
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AWD offloads two business strands as it commits to UK wealth management
AWD Chase De Vere is to offload its at-retirement and mortgage and loan arms as it commits to wealth management and consulting operations in the UK.
A&L penalty sends FSA fines up fourfold
FSA fines in the first 10 months of 2008 have nearly quadrupled the total figure for 2007, jumping from £5.3m to £20.5m, according to analysis by BDO Stoy Hayward.
PruProtect enhances product offering
PruProtect is making several enhancements to its existing product range to take effect from November 16.
‘Dabblers’ warned they will miss full benefits of equity release
Key Retirement Solutions says advisers should not see equity release simply as a “quick fix” to their businesses during the economic downturn.
Rise of the machines
Head of Sustainable Investing at Royal London Asset Management, Mike Fox, looks at the case for including artificial intelligence within a sustainable investment strategy. Read the article in full here The value of investments and the income from them is not guaranteed and may go down as well as up and investors may not get […]
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Can a healthier body really lead to a healthier mind?
There are growing signs that positive lifestyle decisions taken now could lead to positive effects on mental capacity in later life. Vitality’s Deepak Jobanputra examines the emerging evidence.
Amyr Rocha-Lima: Why HR officers should be your next business relationship target
Being the dedicated adviser to the employees of local businesses will boost your reputation and grow your firm Taken at face value, the roles of financial planner and HR officer may not appear to have much in common. Yet, the two can dovetail perfectly in some situations. The most obvious benefit is when it comes […]
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Are DFM deals really taking risks off advisers?
Advisers must be able to trust their discretionary fund manager as decisions that backfire could still be the advisers’ responsibility, experts say. In the latest edition of Money Marketing’s series of live debates, MM Wired, gbi2 consulting director Graham Bentley, Signpost Financial Planning chartered financial planner Nigel McTear, Charles Stanley senior investment manager Will Walker-Arnott […]