Amex refuses to comment on speculation that its wrap could face closure if a buyer is found for the platform. The Amex wrap has a range of 4000 funds and around 50m of assets under administration.
This month, the Women’s Financial Adviser Group present its 2005 Financial Adviser Women of the Year Awards, which are now into their fourth year. In explaining what the awards represent, the WFG is perhaps best placed to comment itself. It says: “The time had come for women in our sector to be noticed and to […]
Berkeley Berry Birch has been given six weeks to plug the 11m capital adequacy deficits of two of its subsidiaries before the FSA shuts them down after dropping its appeal to the Financial Services and Markets Tribunal.BBB has announced it has withdrawn references to the FSMT against the FSAs decision in July to issue decision […]
Winterthur Life pensions strategy manager Mike Morrison previews some of the retirement options being made available as a result of the pension changes in April and concludes that some simplification might be in order
After their high-profile departure from Neptune last year, Barry Norris and Oliver Russ’s first offerings from their new Britannic Argonaut boutique were always going to attract attention. Funds often attract fuss simply because of what has gone before. However, the two offerings from Norris and Russ deserve a look purely for their fundamentals. We like […]
Research from Jelf Employee Benefits and retirement workshops specialist LaterLife Learning shows that one in two employers could offer their older workers greater remuneration flexibility so that they can benefit from the new Freedom of Pensions rules.
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Offsetting the cost of advice this way would benefit clients and advisers alike One of the multiple barriers to better take-up of financial advice is that some people are unwilling or unable to meet the upfront cost. In response to this, the government has allowed people to take small chunks (three lots of £500) out […]
Fund managers like to trade off having a unique style. There thousands of funds out there to choose from – the question I often hear from advisers is: what makes this person different? Sometimes this can be a really tough one to answer. “We invest for the long term” is all fine and good, but […]
With rising costs and an increasingly tough regulatory market more advisers are looking to outsource their investment proposition, with many leaning towards discretionary fund managers. But while the number of advisers using DFMs is on the up, overall satisfaction with them has dipped. According to a recent survey by financial information firm Defaqto, 74 per […]