SimplyBiz and wrap provider Lifetime have announced a strategic partnership which will see the two companies working closer with the aim of removing much of the complexity facing advisers and clients.
I spent last Easter week in Paris with my wife Andrea celebrating our 30th wedding anniversary – that is three years less than I have been wedded to the financial services industry. While I can claim that my wife is beautiful, I am not sure the same is true of my career.Perhaps it is the […]
Andy Cherkas, a principal in the Tillinghast business of Towers Perrin, outlines three possibilities for achieving a sustainable profit stream
Tiner blames lack of industry engagement for the low take-up of stakeholder products
It seems that the IFA Defence Union lawyer Andrew Kerr is a man of many talents. His company, England’s Safety Equipment, has just been awarded the Queen’s Award for innovation for inventing the inflatable body armour system. The IBAS, pictured left with Kerr, can apparently withstand armour-piercing fire from an AK47, prevent a soldier from […]
Advisers need to assume three key roles
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Workplace savings and pensions business Punter Southall Aspire is to acquire Oxford-based IFA Focus Oxford as it outlines its ambition to set up a national advice service. The acquisition is part of the firm’s plan to integrate its retail advisory arm and corporate business. Focus Oxford has £200m of assets under management and the deal […]
Several independent boards of Baillie Gifford’s investment trust clients have written to the FCA about concerns with new Priips key information document rules. Baillie Gifford’s concerns relate to disclosure rules for the documents. It says these are based on past performance and could lead to investors being misled. Baillie Gifford compliance and legal partner Graham Laybourn […]
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