Succession Advisory Services has selected Quilter to manage a range of discretionary managed portfolios and Vestra Wealth as a core provider on investment matrix offering a range of five risk-graded model portfolios.
Some employers and scheme members are being hit with charges of up to 9 per cent on occupational plans, a Department for Work and Pensions report reveals. The report on charging levels and structures in money-purchase schemes, published last week, shows that two trust-based occupational schemes have AMCs of between 5 per cent and 9 […]
What consolidators are looking for in IFA businesses
Cofunds has apologised to former Park Row advisers after contacting their clients directly and encouraging them to nominate new advisers.
Advisers and clients ignore protection at their peril says PruProtect’s Deepak Jobanputra.
In the latest Investment Clock economic update, Ian Kernohan, Senior Economist at Royal London Asset Management, discusses the implications of the US Federal Reserve’s recent hike in interest rates and upcoming French presidential election. The value of investments and the income from them is not guaranteed and may go down as well as up and […]
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The Government should consider allowing people to lower their contribution rates to 8 per cent under auto-enrolment to prevent a potential spike in opt-out rates over the next few years, AJ Bell says. Contribution rates are due to rise to 5 per cent in April this year and 8 per cent in April 2019 with […]
French asset manager Carmignac has called for more clarification on the new research costs rules under Mifid II as it claims rival firms have wrongly stated what the directive means for their business. Speaking to Money Marketing after an event in Paris, Carmignac managing director Didier Saint-Georges referred to asset managers as “cheeky” in their […]
Five overlooked government credits and allowances advisers should look out for