Tilney bolsters intermediary business with former cofunds director
Tilney has bolstered its discretionary management business with the recruitment of a financial intermediaries director.
RDR
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Multi-asset’s stars set to keep on rising
A raft of regulatory changes and a backdrop of low yield from traditional income investments means the exponential rise in the popularity of multi-asset funds is unlikely to taper off any time soon.
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PA ANALYSIS: What can your clients teach you?
Unexpected item in your bagging area? Morrisons is apparently ditching its self-service checkouts in favour of hiring more staff after customer feedback. But what about financial services – what can we learn from clients’ preferences?
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Expect exodus from large WMs to continue
Financial services professionals will continue to leave wealth management heavyweights in favour of the relative freedom of smaller firms, according to IFP chief executive Steve Gazzard
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Expect exodus from large wealth managers to continue – ifp
Financial services professionals will continue to leave wealth management heavyweights in favour of the relative freedom of smaller firms, according to IFP chief executive Steve Gazzard.
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Service upgrades could trump lower fees
Lower service charges may not necessarily be on the cards, but wealth managers must provide value for their percentage, according to the head of Brown Shipleys Manchester office Jon Sherlock.
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New consultancy tackles investor engagement
Investor engagement and client suitability will be the first topics tackled by a new research firm Gliocas Consulting, fronted by Investment Quorums Lee Robertson and marketing and business consultant Abbie Tanner.
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No Irish RDR timetable needed
It is easier to manage money in a framework you know rather than in a possible framework that might be imposed at some point in the future. Perhaps. So how are the more sophisticated of Ireland’s wealth managers coping with the spectre of RDR looming? Perhaps…
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Bellpenny makes 23rd acquisition
Bellpenny has added another name to its ever-expanding list of acquisitions with the purchase of IFA Legal & Professional Services.
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Trail commission ban to slash
The UK regulators banning of trail commission in 2016 could result in over 15,000 advisers losing their job, a report by the former director general of the association of IFAs has predicted.
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Diminimis to eliminate outsourcing confusion
Financial advisers can seek clarity regarding their responsibilities when outsourcing to discretionary investment managers as a new due diligence service sets out to dispel widespread industry confusion.
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OMW profits from post RDR landscape
Old Mutual Wealth has reaped the benefits of the changing post-Retail Distribution Review landscape, reporting adjusted operating profit of £227m for 2014.
