Millfield Osceola Financial Consultancy and Doe and Davies have joined IFA consolidator Succession Advisory Services, committing combined funds under management of £115m to the Succession platforms and Investment Matrix.
More than one million householders have used credit cards to pay their mortgage or rent in the last 12 months, a survey by Shelter reveals.
Nucleus has appointed former Standard Life Savings chief operating officer Aileen Mathieson as its new chief financial officer.
Former Beachcroft Regulatory Consulting managing director Richard Hobbs has joined Lansons Communications to set up a regulatory consulting arm.
1st – The Exchange has launched an enhanced workflow capability to its real time annuity platform.
Optimism is as American as baseball and apple pie. And since the financial crisis, being optimistic about US equities has paid off: they have outperformed every other major developed market by a comfortable margin. Yet while there remain plenty of good reasons to be optimistic about US equities, Stephen Moore, manager of the Artemis US […]
News and expert analysis straight to your inboxSign up
Latest from Money Marketing
Justin Modray says the RDR will make little difference in the way most advisers are paid.
M&G is merging its Global Leaders fund into the Global Themes fund in the wake of a review resulting from fund manager Aled Smith’s decision to step down. The proposed merger has been approved by the regulator but is still subject to approval from shareholders. The Global Themes fund will continue to be managed by […]
Face-to-face advice still holds a firm place in serving clients, despite an increasing demand for mobile and remote services in adviser practices. Research from consolidator Fairstone from November shows there has been a 10 per cent decrease in the use of face-to-face financial advisers over the past seven years. However, advisers speaking to Money Marketing […]