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Five minutes with…Claire Phillips

Ahead of speaking at Money Marketing Interactive in May, First Wealth partner Claire Phillips talks financial planning tech tools and the importance of advisers sharing best practice On a scale of one to 10, how optimistic are you about the advice market for 2018? Ten, based on the number of referrals we’ve received so far this year […]

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Invesco plots D2C investment proposition launch

Fund manager Invesco Perpetual is considering launching a direct-to-consumer investment offering, Money Marketing understands. It is thought the D2C proposition would be a robo-style investment manager, akin to those currently on offer from firms such as Nutmeg, Scalable Capital and Moneyfarm. A launch expected in the autumn, according to sources close to the launch. Invesco […]

Scottish Widows governance committee calls on firm to communicate volatility better

Scottish Widows’ independent governance committee has recommended that the firm communicate investment volatility better to its customers. Despite a generally positive report, including praise for reducing charges and engaging clients with legacy products, the committee said that it would “like to see Scottish Widows do more to ensure customers are made aware of short-term risks […]

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