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Companies & People

Latest News

May 24, 2013

L&G plans for 20% surge in passive sales

Projected retail uptake of passive investment funds is projected to soar as price competition drives business.

From Regulation| May 24, 2013

Market view: Commission has listened to pension industry

Industry supports European Commission’s decision not to “hamstring pension schemes with overly onerous and unnecessarily complex funding rules”.

May 24, 2013

IFA: Income has grown post-RDR despite client cull

Post-RDR business model healthy despite being able to serve less than a third of pre-RDR clients, adviser claims.

From Investments| May 23, 2013

Harlequin blames ‘discrepancies’ for two-year redress delay

Court ordered firm to repay investors original deposits, a 10 per cent penalty, plus interest of 6 per cent from December 2008.

May 23, 2013

OFT delays Blackrock’s Credit Suisse ETF merger

Delays such as this are “common” practice, Blackrock says.

May 23, 2013

Questions raised over SJP’s RDR charging

Firm says the FCA is aware of its charging structure and has approved it.

Analysis & Opinion
Culling the adviser herd: No routes for new blood

Interview| May 24, 2013

Culling the adviser herd: No routes for new blood

Advisers are no longer able to start off by knocking on doors or sitting behind bank desks, Trevor Phelps warns.

Quick questions: Panacea’s Derek Bradley

Interview| May 22, 2013

Quick questions: Panacea’s Derek Bradley

In the hot seat this week is Derek Bradley, who tells us he needs a day off and that he chose his first job for its association with the sea

RDR Transition: We had to learn to say ‘no’ to clients

Interview| May 17, 2013

RDR Transition: We had to learn to say ‘no’ to clients

IFA says RDR changes are positive for the industry but that regulators now need to prove they are value for money.

May 15, 2013

Diary of an adviser: Martin Evans

Monday: I am in the office by 9am and complete preparation for a client meeting at 10.30am.

Recent Articles
  1. Bradbury Hamilton brings new client banks on board
    May 23, 2013

    Bradbury Hamilton brings new client banks on board

    London-based IFA Bradbury Hamilton has acquired the client banks of two firms and increased its assets under management to £300m, Sheriar Bradbury...

  2. Perspective looks to future with interns
    May 23, 2013

    Perspective looks to future with interns

    National advisory firm Perspective Financial Group has selected its third university student for an internship programme, Julie Hepworth has...

  3. JPMorgan slapped with £3m fine over investment advice
    From Regulation| May 23, 2013

    JPMorgan slapped with £3m fine over investment advice

    Client communications confirming suitability profiles not always sent to clients, regulator reveals.

  4. Further SJP sale nets £450m as Lloyds breaks ‘lock-up’
    May 23, 2013

    Further SJP sale nets £450m as Lloyds breaks ‘lock-up’

    As a result of the placing, Lloyds Banking Group will realise a gain on sale of approximately £40m.

  5. Cofunds’ chairman steps down after L&G takes over
    May 23, 2013

    Cofunds’ chairman steps down after L&G takes over

    Cofunds’ chairman is latest in a series of high profile departures to quit the platform.

  6. Discretionary service open for business at Fowler Drew
    May 22, 2013

    Discretionary service open for business at Fowler Drew

    London-based Fowler Drew is hoping to enter discussions with other advisers to see if it can provide them with a discretionary wealth management...

  7. Life offices not facilitating charges on pre-RDR business
    May 22, 2013

    Life offices not facilitating charges on pre-RDR business

    Providers are not helping advisers to facilitate adviser charging for existing clients, and are focused more on developing new business, Peter...

  8. Ombudsman tells Sun Life to compensate client
    From Pensions| May 22, 2013

    Ombudsman tells Sun Life to compensate client

    An adviser’s client had to accept a lower annuity rate after Sun Life was slow to transfer their pension fund to another provider.

  9. High Court upholds Fos verdict despite ‘solicitation’
    From Regulation| May 22, 2013

    High Court upholds Fos verdict despite ‘solicitation’

    Independent assessor said Ombudsman’s investigation was not “well and firmly managed”.

  10. Axa Wealth International enhances adviser charging options
    May 22, 2013

    Axa Wealth International enhances adviser charging options

    Ongoing charging now available as fixed amount or percentage within the Estate Planning Bond.

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