Hightree Financial Services, Financial Management Group and Total Financial Solutions have all joined IFA consolidation vehicle Succession Advisory Services. The firms have combined assets under management of more than £500m.
At the time of writing, the general election is still a week away but by the time this magazine arrives on your desk it should be polling day. ith the opinion polls still showing a genuine three-horse race, it would be foolish to try and make any predictions, so I’m not going to try. But […]
The Council of Mortgage Lenders has hit out at the FSA’s proposed approved persons regime, claiming that lenders’ staff should not be included in its scope, and that the new rules could delay the recovery.
SEI Investments/Cofunds – SEI Strategic Portfolios – Growth Fund
SEI Investments/Cofunds – SEI Strategic Portfolios – Core Fund
A quarter (23 per cent)* of the UK’s small to medium-sized enterprises (SMEs) do not have an absence management system in place, according to new research from Jelf Employee Benefits. Despite 69 per cent* of organisations having a system in place, three-quarters (75 per cent) report that it is not providing them with sufficiently empowering absence or health data to inform an effective wellbeing programme.
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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