Hornbuckle Mitchell marketing director Mary Stewart has been appointed director of sales and marketing following the resignation of head of sales for London Elaine Turtle.
Conservative deputy chairman and party donor Lord Ashcroft has come under fire for using non-domicile status to save himself millions of pounds in tax.
Macquarie has appointed former Lehman Brothers chief operating officer Benoit Savoret to head its EMEA operations.
Evercore Pan Asset Capital Management has launched its first set of funds for the retail market.
The distinction between Cobs and Icobs should be abolished. All business is either investment-related or non-investment relatedThis difference, in itself, gives clarity and is very easy to understand. Post-RDR, all investment-related business will be on an adviser-charging basis and non-investment business can continue on a commission business. Providing the “client agreement” clearly states the above […]
By Neil Jones, Canada Life Investing through international providers has grown in popularity over recent years as investors seek out the benefits of gross roll-up and the wider range of investment options that can be available. When considering a recommendation for a lump sum investment, not only does the adviser have to select a suitable tax wrapper […]
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Aviva has triggered a five day platform blackout as it moves to new technology. The platform will be unavailable from 6pm on Wednesday 17 January through to Monday 22 January while the provider manages its transition onto an updated system run by technology provider FNZ. The downtime will affect Aviva’s investment platform only, but other adviser […]
JLM Mortgage Services has launched the first stage of its new ‘robo advice’ service. The mortgage and protection network claims it is the first network to launch such a tool to its members. The Virtual Adviser will allow member brokers to offer an online service to residential and buy-to-let customers. This service will offer an […]
Providers should listen closer to advisers and consumers when deciding what initiatives will work