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Diary of a young adviser: Part 1

The profession is starting to pay more attention to young financial advisers. But what is life really like on the ground for those who fall well below the average age of a planner? In the first part of our new series, Money Marketing speaks to young advisers about their personal experience of coming up through […]

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VouchedFor: FCA directory could see more ‘bad’ advisers being picked

The proposed FCA directory that will include advisers’ details could see more people finding “bad advisers”, according to adviser review site VouchedFor. A LinkedIn article by VouchedFor chief executive Adam Price says this is because the regulator’s consultation paper pitching the directory suggested little around underlying adviser checks being substantively improved. In the article, Price says: […]

Pensions and investment managers continue to shell out thousands for MPs’ wisdom

Investment managers and pension providers are still paying out thousands in speaking engagement and advice fees to politicians, despite concerns over a tightening environment of value for money. The latest MPs’ register of interests shows little signs of slowdown in the payments that the industry is willing to shell out for “invaluable expertise”. Former chancellor […]

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Paul Beasley: Campaigning for more regulation must stop

The boss of Richmond House Wealth Management responds to Money Marketing columnist Paul Lewis’s latest article that questioned the effect of pension freedoms I am in the majority of advisers in that I am still, just, in my 50s. I therefore grew up with the Man from the Pru calling monthly to collect premiums, got […]

Allianz Technology Trust – April 2017

Welcome to the latest update for Allianz Technology Trust PLC from the Trust’s portfolio manager, Walter Price. Portfolio review The Trust’s NAV returned 4.3% , outperforming the Dow Jones World Technology Index return of 2.8%. In US dollar terms, the portfolio gained 4.8%. During the month, stock selection contributed to relative performance, and industry allocation […]

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