NS&I is looking to improve its relationships with advisers as it plans a raft of measures to improve how easy it is for IFAs to see their clients’ investments with the state-owned savings bank. In response to adviser frustrations that they cannot easily access valuations, maturity dates or other information on client investments with NS&I, […]
Planners and pensions industry find practical difficulties as MPs launch enquiry into new type of scheme
14 December was the final print edition of Money Marketing for 2017. We will be back with our first issue of the new year on 11 January 2018, but in the meantime we’ll still be delivering you great online content over the festive period. We would like to wish all of our readers and advertisers […]
Wealth manager AFH has acquired Chichester-based J W Wealthcare in a £1.1m deal. The firm is the second acquisition in just two months after AFH bought Britton Financial for more than £2m in November. AFH completed 13 deals in the past financial year. A stock exchange announcement says AFH will also take on the head […]
Rob Burnett, manager of the Neptune European Opportunities Fund, discuss the political and economic factors driving European equities today. With potentially tighter monetary policy on the horizon and record valuations for defensive stocks, Rob believes that there is an asymmetric opportunity to the upside for value strategies. Click here to watch the video Rob discusses: […]
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