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Investment
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Investment Uncovered: How ETFs will transform the future of wealth management

A great migration from active to passive is happening, with many benefits for advisers and clients Demand for passives has seen another record year. Research from BlackRock shows that $81bn (£57bn) was poured into ETFs across Europe in the 12 months to the beginning of January, with investors tilting exposure towards emerging markets and European […]

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The lure of SJP

As competition for good advisers continues apace, one firm in particular is having little trouble bolstering its ranks: St James’ Place (SJP). Last month, the advice giant revealed it had increased its qualified adviser numbers by 246 in the 12 months to 31 December 2017. This was of little surprise to many in the wider […]

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Defined benefit schemes: Part 2

Justin Corliss, business development manager In defined benefit (DB) schemes part 1, we looked at recent guidance aimed at DB scheme trustees and sponsors. In part 2 we will look at guidance available to pension transfer specialists (PTS). In the first instance, PTS should familiarise themselves with COBS 19. All guidance below is designed to […]

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