Advice industry picks apart FCA pension transfer tool
Advisers and consultants wanted to work their way through the tool before commenting. Now they have.
Author: John Lappin
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Advisers left in limbo over ESG suitability rules post-Brexit
FCA unlikely to stray far from the EU blueprint but one expert warns sustainability rules could take up to two years to materialise
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Advisers face an influx of queries on what to do with surplus cash as savings ratio soars
More Isa allowances are being utilised, while older generations showing more interest in gifting
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Cazenove raids UBS once again for regional push
Schroders DFM business poached four portfolio directors from UBS last October
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Fidelity says it is not out to eat advisers’ lunch with wealth management push
Latest venture would be an expansion of Fidelity Personal Investing service for D2C customers and would not compete with its adviser users
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‘US is ready to retake the reins in the fight against climate change’: Investors react to new era under Joe Biden
Commitment to target net-zero carbon emissions by 2050 and $2trn climate package represent radical shift after four years under Donald Trump
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Esma liquidity rules will allow funds to fully grasp gating risk
Rules are bigger challenge for Ucits and money market funds than alternatives
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Nordea ‘quarantines’ Brazil sovereigns over Amazon fires
1,330 square miles of forest lost since president Jair Bolsonaro took office
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Well-paid execs with no AI strategy are the ‘definition of nuts’
Smith & Williamson AI fund posts 35% returns in the YTD
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Fund manager revenue to grow at just 1% a year till 2023
Managers will have to shrink core active offer as revenues shrink warns Oliver Wyman and Morgan Stanley report
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Giant CO2 emitters shunning Paris climate targets
One quarter of companies fail to report carbon emissions at all
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Global equity market may comprise 40% poor performers
Technology changes are leaving firms reliant on tangible assets behind but the trend is disguised