MPs prepare to pick apart adviser charges
The Pension Costs and Transparency inquiry will put charging models under the spotlight
IFA
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Grim death stats trigger financial planning rethink
UK mortality rates upend industry presumption that we’re all living longer
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Advisers eye less regulation outside Brussels’ rule
Will IFAs see a lightening of the regulatory burden when the UK finally leaves the EU?
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Adviser interest in SLI Gars wanes
But Woodford’s poor performance fails to dent his popularity
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Volatility could hit entrenched DFM and adviser relationships
Advice firms could become more discriminatory in their wealth manager due diligence when the economic cycle shifts.
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Advisers face suitability review in 2019
The Financial Conduct Authority has outlined plans to re-assess the suitability of retail investment advice in 2019, according to its latest annual report.
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Advisers dump less wealthy clients into multi-asset
The size of a client’s wealth is important in helping advisers decide which investment strategies to use, but it is not the only factor to consider.
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Pacific Asset Management partners with UK advice firm
The asset management arm of Pacific Investments Group has entered into a strategic partnership with financial advice business Chartered Financial Management (CFM(UK)).
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Concerns advisers blindly buying into strategic bonds
The return of inflows into sterling strategic bond funds has raised concerns advisers are blindly allocating money into the sector without understanding it is not just a one-stop shop for outsourcing fixed income asset allocation.
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Nucleus poaches client relations head from Standard Life
Nucleus has poached Valerie Rogerson from Standard Life to head its client relations team.
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Capacity issues loom as adviser client numbers soar
As UK advisers continue to experience increased demand for their services, capacity issues are hitting home for some, wrap platform Nucleus has warned.
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Advisers join asset manager KID reform push
International advisers have joined European fund managers in a call to reform key information documents for packaged retail and insurance-based investment products – six months into implementation.
