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Premier Asset Management is planning for a return to the London Stock Exchange nine years after it was taken private. The Sunday Times reports the fund group has hired stockbrokers Keefe, Bruyette & Woods and analysts Numis to work on the £200m listing by the end of the year. Buyout firm Electra Partners, which took […]
Read more 9amFinancial advisers and solicitors working together Presented by Ian Muirhead, director & chairman at Solicitors for Impartial Advice (SIFA) Listen to Ian’s expert insight and experiences of how financial advisers and solicitors can work together to deliver mutual benefit and enhanced client outcomes. Register here 10am Financial advisers and accountants working together Presented […]
The rise of the robots has been an ongoing discussion point in the financial services industry, but little mention is made of the companies behind the brands. Winterflood Business Services is one of those that powers the new age of robo-advisers, such as Moola, Wealthify, Scalable Capital, Moneybox and Netwealth. WBS head Alex Kerry says: […]
Much has been theorised about the Lifetime Isa since it was announced. The question is, will Lisa be beneficial to savers or not? Read more
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It is encouraging to see the FCA close in on lazy fund management, but more needs to be done Without fanfare, the FCA has confirmed its intention to punish lazy fund management. Several groups have been persuaded into voluntarily compensating investors who bought their beta-posing-as-alpha products, otherwise known as closet trackers. The regulator suggests that […]
Ex-GBST man and FinoComp chief executive Ray Tubman on the need for a brave new world of interoperability Platforms running on proprietary technology often see this as a competitive advantage, even if it is expensive to run. But ex-GBST man and now FinoComp chief executive Ray Tubman does not believe outsourcing is the poor relation. […]
Ahead of speaking at Money Marketing Interactive in May, founder and director of The Yardstick Agency Phil Bray gives tips on how advisers can improve their public image and why the FCA should rethink their plans for the register On a scale of 1 to 10, how optimistic are you about the advice market for […]