Advisers studying for professional exams often find it difficult to find the time to revise, keep up their day job and maintain some sort of home life. For some it makes sense to study on the move, making full use of time that would otherwise be wasted, such as the train journey home or on […]
Investment platform targets 1.4 million firms yet to hit staging dates.
This year’s Budget statement confirmed that up to five million pensioners are to be given new flexibility to trade in their annuities for cash from next year. The rationale is to ensure that people who have already purchased an annuity have access to the same pension freedoms now in place for those approaching retirement. The […]
Towergate Financial has rebranded to Wren Sterling following a management buyout. The new name will cover Towergate’s 110-strong adviser business. Mortgage broker John Charcol is expected to retain its existing identity. Palatine Private Equity completed a £14m deal in support of last month’s management buyout, backing Towergate Financial chief executive Warren Page to lead the […]
Trevor Greetham, RLAM’s head of multi asset, introduces the recentlylaunched RL GMAPs. Asset allocation has become an increasingly difficult challenge for investors and advisers in the years since the financial crisis. Sometimes violent price swings in stock and commodity markets coupled with the collapse in the rate of interest on bonds have made it harder […]
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