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‘Small firms should heed consultants’

The FSA has called on small firms to act on advice given by compliance consultants to help them comply with regulatory requirements, after it found over a third of advisers are not doing so.

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Multi-manager rebrands for national push

Smith & Pinching Portfolio Management (SPPM) has announced a new trading name for their multi-manager operations – OPM (Only Performance Matters) Fund Management.

2016 Global Survey of Individual Investors: How is investor behaviour rewriting the job description for financial professionals?

Trapped between expectations for near double-digit returns and strong apprehensions about investing in persistently volatile markets, investors worldwide are of the opinion that professional financial advice is worth the fee. But even though they believe individuals who work with a financial professional are more likely to achieve their goals, investors have a clear vision of […]

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