Sesame has been accused of using “pressure tactics” and restricting firms’ options after giving its members just three months to make a decision about their future. Last month Sesame Bankhall Group announced it will no longer operate as a network for investment advisers as part of a fundamental overhaul of the business. Under the new […]
Figures were boosted elsewhere in the business, particularly with a 17 per cent increase in assets at LGIM.
Advisers and planners do not need to be reminded to fulfil CPD requirements if they wish to retain their Statement of Professional Standing. Making sure an effective training and competence plan is in place is a key part of successful business practice. But what about paraplanners? How many firms include paraplanners and support staff in […]
The FCA has fined Merrill Lynch International £13.3m for transaction reporting failures. The regulator says MLI incorrectly reported over 35 million transactions, and failed to report a further 121,387 transactions between November 2007 and November 2014. The fine is the highest ever imposed by the regulator for transaction reporting failures. The FCA says the size […]
The strong dollar is hurting exporters, but the domestic economy is growing, the banks are strong and consumers are paying off their debts, says Cormac Weldon, head of Artemis’ US team.
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