Transact chief executive Ian Taylor claims that platforms are misleading IFAs in a bid to win market share before the retail distribution review changes are implemented. In a Transact adviser update, Taylor says platform providers are manipulating IFAs and “making hay while the pre-RDR sun shines”. He says tactics include misleading the market by spreading […]
The FSA has banned Bridgewater House UK director Matthew Sixsmith from holding senior positions in the financial services industry after failing to separate clients’ premiums from the firm’s capital, which cost clients almost £85,000.
By Jamie Clark, Business Development Manager We take a look at the Pensions Regulator’s latest auto enrolment compliance bulletin and the lessons that can be learned from it. With up to half a million smaller employers expected to reach their staging date during 2016, it’s likely that the Pensions Regulator (and the rest of the […]
Banks are heading back into the world of advice but a culture clash means IFAs should not feel threatened It is interesting to see how many banks, asset managers and discretionary fund managers are moving into the advice space. Some for the first time. Others, with hope winning over experience, for the second or even […]
Baillie Gifford is lowering the annual management charge on four of its investment trusts from 1 January 2019. The Edinburgh Worldwide Investment Trust, Pacific Horizon Investment Trust, The Baillie Gifford Japan Trust and Baillie Gifford Shin Nippon all allow a tiered approach based on its total assets, and the group will reduce fees for the […]
FP Wealth Management director on helping other advice firms reap the benefits of taking on students If the future of advice makes you think of technology, think again. It is really all about people. A business cannot function without good people – something FP Wealth Management director Ian Bentley is well aware of. For the […]