Latest News
Partnership enters annuity deal with Openwork
Product provider applauds Pica’s work but says more needs to be done to encourage people to shop around.
SVM hires European equity analyst
Edinburgh-based boutique brings in ex-BNP Paribas analyst on European portfolios.
Massow complains over trail rebate competitor
IFA commission rebate firm denies its offer is misleading because it only applies to specific investment policies.
Private security firm set up by GP Noble funds, court hears
A financial adviser allegedly used £4.2m stolen in a £52m pension fund fraud to set up a company specialising in security for European Royals and...
Sesame agrees five-year deal with MortgageBrain
Network says latest deal will see it continue to fund the cost of point of sale system for its mortgage advisers.
Swip leaves big-name managers out of global eq line up
International equities boss Mike McNaught-Davis absent from Swip’s final global equity team.
Analysis & Opinion
Verbatim unveils DFM service for advisers
Verbatim Asset Management has launched a discretionary fund management service to meet the needs of IFAs after the retail distribution review, its...
IMA’s Richard Saunders to step down
Chief executive to leave the asset management trade body after 11 years.
Platforms and the brave new world: David Ferguson, Nucleus
Nucleus chief executive discusses Nucleus’s future and how he is “surprised but pleased” that no one has emulated its model.
Articulating clear, specific objectives
Asset managers must work harder to help clients understand funds
Recent Articles
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From Pensions| May 25, 2012Partnership enters annuity deal with Openwork
Product provider applauds Pica’s work but says more needs to be done to encourage people to shop around.
-
May 24, 2012SVM hires European equity analyst
Edinburgh-based boutique brings in ex-BNP Paribas analyst on European portfolios.
-
May 23, 2012Massow complains over trail rebate competitor
IFA commission rebate firm denies its offer is misleading because it only applies to specific investment policies.
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From Pensions| May 23, 2012Private security firm set up by GP Noble funds, court hears
A financial adviser allegedly used £4.2m stolen in a £52m pension fund fraud to set up a company specialising in security for European Royals and...
-
May 23, 2012Sesame agrees five-year deal with MortgageBrain
Network says latest deal will see it continue to fund the cost of point of sale system for its mortgage advisers.
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May 23, 2012Swip leaves big-name managers out of global eq line up
International equities boss Mike McNaught-Davis absent from Swip’s final global equity team.
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May 23, 2012
Swip’s Russell and McKenzie to remain at firm
Edinburgh-based asset manager announces further detail of equities team overhaul.
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May 23, 2012Ken Davy launches restricted national model
SimplyBiz founder launches “groundbreaking”, regulatory friendly and client focused restricted proposition.
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May 23, 2012
Graduates eye Blemain scheme
Manchester-based specialist lender Blemain Group has reported record applications for its 2012 graduate scheme.
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From Pensions| May 23, 2012UK pensions savings hit rock bottom: Scottish Widows
UK pension savings has hit an all-time low, with a fifth of people failing to save anything for their retirement, a survey has found.
