How can the industry better educate investors on responsible investing?
Aegon survey found 55% of Brits aren’t aware of or don’t understand the terms ‘responsible investment’ or ‘ESG’
Author: Robbie Lawther
-
-
Tavistock buys 21% stake in IFA group for £10m
Almost 18 months after the advice firm’s founder and CEO died
-
O-IM unveils Aim portfolio
‘Funding innovative and interesting companies can be personally rewarding, not to mention profitable’
-
FCA extends pause to rule requiring notification of 10% falls in portfolios
The rule was brought in under the Mifid II regulation
-
Praemium sells UK and international arm to Morningstar for £35m
‘Praemium’s digital-first capabilities will allow us to reduce friction, lower costs, provide more choice, and improve efficiency for advisers’
-
FCA slaps Gam with £9m fine over Tim Haywood scandal
Haywood was sacked for ‘gross misconduct’ in 2019 following the implosion of his £8.5bn absolute return bond fund range
-
Why do some advice companies keep acquisitions quiet?
‘I would estimate at least 50% of deals are not released to the press’
-
Canaccord Genuity adds £5bn to UK arm as it snaps up Punter Southall Wealth
Tilney Smith & Williamson had been reportedly eyeing the wealth manager which owns Psigma IM earlier this year
-
FCA launches consultation on ‘fair and sustainable’ way to fund FSCS
‘We welcome this new opportunity to think again about how to strengthen the concept of ‘polluter pays’’
-
Regulatory burden means 8% of advisers plan to sell up in next five years
Increases to 23% for sole financial planners, finds Dynamic Planner
-
Wealth consolidator snaps up £362m in double acquisition
IWP acquires Scotland and Surrey-based planners
-
7IM launches ESG calculator for advisers
‘Confusion around product types and areas such as impact vs return is still widespread’
