The Diary left the Institute of Financial Planning conference in rainy Leicester last week in a state of outrage at the terrible bullying inflicted on jovial IFP chief executive Nick Cann throughout the two-day affair.In a particularly unpleasant session, a Selestia representative continually compared the IFP’s esteemed leader with Tinky Winky – by some way the largest of the four teletubbies. Then, during an after-dinner speech, delegates whooped with joy as Cann was again ridiculed with jibes about his waistline. The Diary is considering a campaign for this behaviour to cease and for proper respect to be paid to the great man. Surely one guy can only take so much abuse. Remember, members, you don’t know what you’ve got til its gone.
F&C Investments says the traffic light analysis that forms the basis of its multi-manager funds is increasingly being used by IFAs to check whether funds they recommended for clients in the past are still appropriate. The screening tool designed by Richard Philbin highlights consistency within funds across six criteria – correlation, performance, alpha, volatility, maximum […]
Existing customers account for just one-third of IFA’s new business, according to Tillinghast. The consultancy says this implies the majority of new clients are recycled from other advisers and IFAs are failing to provide an ongoing service to customers. Tillinghast associate Joanna Hall says: “A cultural change is needed whereby the current sell and move […]
St. James’s Place is offloading its mortgage-only appointed representatives and has offered them to Home of Choice.A total of 99 ARs have been told they will have to leave SJP, with HoC choice having first refusal, although they will be free to choose any network they want.SJP chief executive Mark Lund confirms that it is […]
Resolution Asset Management will probably be relieved to have finally put to bed one of the most entertaining investment sagas of recent months by recruiting Ian Ormiston to join their threestrong senior European equity team.
This guide from Johnson Fleming, entitled ‘Choosing an auto-enrolment provider’, will take you through some key questions you need to ask and what information you want to be finding out in response to these.
- Top trends
- Top trends
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National advice firm Sandringham has made two new board appointments as it seals the hire of former James Hay director John Watson. Watson served as finance director for the platform and its parent IFG Group’s advice business Saunderson House until 2015, before taking over as chief operating officer for financial technology company Equiniti. Sandringham, a […]
Positive sales data has excited the industry but the challenge now is to carry the momentum into 2018
It is that time again where clairvoyants in the investment industry fall over themselves to file their predictions for markets in the year ahead. Analysts will pontificate on everything from the global economy and political stability to interest rates. They will aim to convince us equity valuations are stretched and the only way to avoid […]