Selestia has agreed a tie-up with Quay Software enabling the latter's IFA users to import details of their client's fund holdings direct into their back office. This works with Quay's Client Care Desktop back office system and follows on from similar partnerships between Selestia and 1st Software, Fairs and Wealth Management Software.
An IFA is changing his business model following correspondence with an adviser from Australia who appeared in Money Marketing. Sole trader Francis Klon-owski will outsource all his investment advice after reading about the success of Australian David Haintz. Klonowski and Haintz have been writing to each other ever since the Australian had an article published […]
The Pensions Commission report highlighted the fact that we face hard choices in dealing with the consequences of an ageing population. It seems that society must choose between poorer pensioners, higher taxes, working longer and saving more. The report acknowledges that accepting poorer pensioners is unlikely to be an attractive option and that a mix […]
Estate Preservation Services, a firm backed by Graham Bates and Helen Peace, is linking up with Simply Biz to provide a will-writing service for the group. EPS will be Simply Biz's preferred will-writing and estate administration service for its 660 member firms. EPS is based in Leeds and specialises in devising and implementing IHT planning […]
The CBI is calling for a moratorium on financial services regulation. Companies are being battered by a tidal wave of regulation, which threatens to undermine the sector's contribution to the economy according to its latest report. The CBI reveals widespread industry concern over how European regulation is implemented. The FSA responded that its approach is […]
Dr. Andrew Lo, Founder and Chief Investment Strategist at AlphaSimplex, says the financial market has experienced the ‘Marching Band Effect’ over the past few years, with the various elements moving to left and right together and feeling the risks as one, making the effect more dynamic.
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A High Court judge says the FCA can submit evidence in a case that could shape how Sipp misselling claims are handled in the future. In the case, which started today, lorry driver Russell Adams alleges Carey Pensions missold him a self-invested personal pension. Carey Pensions is accused of using unregulated introducers to invest Adams’s […]
Studies have found funds can be too big or too small to outperform, suggesting size does matter The assessment of whether to invest in a certain fund is a tricky business. Bearing in mind roughly 90 per cent of active funds do not beat their benchmarks over periods longer than 10 years, the odds are […]
The following sorry verse embodies procrastination on a whole new level: “Hello there, my name’s Phil; I rap like a small bear writing a will [diligently]; Estate-planning, ninja-whooping IHT; Shame I’m not as bizzie [urban affectation] with the RLP.” These words were penned in response to my father’s short verse sent to me, after the […]