Adopting a model-based investment framework will help wealth management firms become independent wealth advisers, SEI has claimed.
The FTSE 100 made a promising start on Friday with mining and natural resources leading the charge.
The Association of British Insurers has recorded an 8.3 per cent drop in regular premium life and pensions business from £1.3bn to £1.2bn for the first quarter 2009.
IFAs are increasingly looking to develop their own wrap propositions rather than use an existing provider, according to Platforum managing director Holly Mackay.
Jeremy Pearson is Technical Support Manager with Canada Life’s ican Technical Services Team. Canada Life offers a range of wealth management solutions, including retirement income planning, estate planning and investment solutions from a choice of jurisdictions, including the UK, Isle of Man and Republic of Ireland. Many parents value the standard of education offered by […]
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It is likely the increased regulatory scrutiny on fund managers’ value could filter down to advice firms in the future In my last article, I considered the influence a non-executive director could have in challenging an advice firm’s business model in light of the pension transfer issues. Now, in its asset management market study final […]
The financial services industry has failed to find ways of nudging consumers to think about their options at retirement, despite three years of pension freedoms. A panel at the Association of British Insurers retirement conference today lamented the way companies talk to people about pensions and the lack of engagement it inspires. ABI director general […]
The new chief executive of the single financial guidance body can expect a salary of £175,000 a year, according to a job advert posted online. The advert, posted on the Cabinet Office website says applications will close in mid-May with final interviews held in early July. The date for announcing the successful candidate has not […]