A panel of advisers today reflected on the challenges facing their profession and how these have changed from before the introduction of the Retail Distribution Review. In a live debate chaired by Money Marketing today, four advisers debated the role of technology in the advice process, the different fee systems, the advice gap and financial […]
Passive funds have come under attack as having the potential to cause the next market crash due to their structure and the way they are managed. Baillie Gifford partner and fund manager Charles Plowden has recently condemned ETFs as “dumb money” and compared them with the complex packaged trading instruments – such as collateralised debt obligations […]
Which clients will need to obtain an LEI and when?
St James’s Place has confirmed it will no long accept new defined benefit pension transfer requests from British Steel members. At a work and pensions select committee hearing this morning, it was estimated that of the 38,000 British Steel members, 12,200 have applied for a transfer value and more than 2,000 transfers have been made […]
Well okay, maybe it’s a bit of both. At Royal London we want to be the destination of choice for advisers. So we do everything we can to make the protection journey as smooth and simple as possible. That’s why we continually review and update our online service to make sure we’re easy to do […]
- Top trends
- Top trends
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- Henry Tapper: ‘We’ve really made a mess of DB transfers’
- How much are advisers charging for pension transfers?
- Paul Lewis: Financial advisers and journalists are one and the same
- Ian McKenna: Where the Standard Life/Phoenix deal could fall down for advisers
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