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FSA shuts them down after dropping its appeal to the Financial Services and Markets Tribunal.BBB has announced it has withdrawn references to the FSMT against the FSAs decision in July to issue decision […]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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As someone training to be a cricket umpire, fair play matters to Fortitude Financial Planning director Chris Bowmer. Doing the right thing for clients is something he has adhered to from the start of his career, even in a 1980s sales environment with nothing to gain by delving beyond a client’s surface requirements. While he acknowledges […]
Fund managers who have helped pay compensation over the collapse of life settlement bond provider Keydata will receive a £12m refund, the Financial Services Compensation Scheme has announced. Keydata’s management has been embroiled in a multi-million-pound legal battle with the FCA since it collapsed in 2009. The total bill for compensation stands at more than […]
With no employer to fall back on, the self-employed are on their own when it comes to retirement saving. Irregular income patterns can make it harder to save regularly into a pension and commit to locking money away until age 55. Those who are building a business may see that as their biggest asset and […]