Apfa has been accused of “giving up” on its campaign for a 15-year long-stop on complaints against financial advisers by considering alternative ways to stem liabilities. The trade body is in ongoing discussions with the regulator after the FCA said in March 2014 it would consider the case for a 15-year long stop on complaints […]
OK, I admit it: I am a bit biased and I tend to try to look for the good. But I think this Budget could be interpreted by the proactive and positive among us as one for advisers, platforms and asset managers. Of course, a lot of the announcements were proposals for post-election change but […]
Bellpenny has agreed a deal to acquire the business of Winchester-based IFA City Wealth Management for an undisclosed sum. The acquisition adds £31m in assets under advice and sees 100 active clients transfer over to Bellpenny. City Wealth Management adviser and director Andrew Gibson will not be joining Bellpenny, but will work with Bellpenny to […]
This may surprise one or two readers of Money Marketing, but I have never voted in a general election. We are not talking here about a Russell Brand-style rejection of all political parties, nor is this the result of apathy on my part. It is simply that my Italian passport precludes me from voting. That […]
After an “interesting” year, Peter Saacke separates the so-what stories (the Swiss franc, Grexit) from the ones with lasting impact on global equities.
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