Let’s talk about discretionary fund managers. It’s an important conversation to have: even advisers who adore their investment manager admit that the market as a whole is murky, highly profitable and a nightmare to compare. They are also growing in importance, in terms of both volume of assets and the number of advisers that are […]
We’ve heard an awful lot from banks about returning to financial advice recently. The fact that many of these announcements have, once you dig down into them, revealed little more than shiny new direct-to-consumer investment platforms for low-value savers means that they have been a damp squib for the most part. But given Scottish Widows’ […]
Nucleus could become the latest adviser-backed platform to float as reports emerge that it has appointed a broker to oversee a stock market listing. The platform currently has around £13bn of assets under administration, and is eyeing a float valuation upwards of £100m, according to Sky News. Nucleus had been eyeing a float in 2016, […]
While providers should be applauded for innovation and flexibility, more choice can mean more complexity Innovation around the provision of protection products and processes has long been called for to enable us to appeal to a wider audience. With this in mind, it is great to see improvements in both critical illness and income protection […]
Following a cabinet reshuffle in light of last week’s general election, David Cameron has announced that Ros Altmann will be replacing Steve Webb as pensions minister. As the industry works with one of the largest reforms to the sector in almost a century, the former adviser to Tony Blair has been tasked with ensuring that the pensions revolution does not stray off track.
- Top trends
- Top trends
- Equitable Life sale to bring windfall for policyholders
- 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
News and expert analysis straight to your inboxSign up