The practice of asset managers retrospectively risk-rating funds has led to widespread industry confusion and could lead to an era of systemic mis-selling by financial advisers, Allianz Global Investors has warned.
Arbuthnot Lathams expansion drive continues at full pace with a second recruit from Coutts, senior chartered financial planner Kieran McDonnell.
James Hambro & Partners has appointed James Horniman as partner, hailing from UBS Wealth Management where he has worked since 2007.
Entries are now being taken for the inaugural Portfolio Adviser Wealth Manager Awards 2013.
Price comparison sites are the norm on the online high street but price transparency does not in itself guarantee a better deal for consumers.
Lance Phillips has left Standard Life Inevstments and is to take up a new role as head of active equities at LGIM early next year.
M&G has launched its fifth multi-asset fund to complete its recently rebranded Episode fund range.
The leap in European indices this morning suggests investors have taken the Federal Reserves announcement of QE3 as a signal to put some cash to work, but is now the right time to increase exposure to risk assets, or is caution still the by-word?
The issues around client ownership are tricky so it is more than just useful that Malcolm Small is wading through some of them to provide an industry protocol for when their adviser leaves the advisory firm.
Research from Skandia among consumers and advisers demonstrates that an adviser’s status as chartered is more important than whether they are independent or restricted.
Insight Investment is to swallow up Pareto Investment Management as the two BNY Mellon subsidiaries merge.
Former LV= Asset Management man Marcus Chandler has been hired by Kames Capital to boost its US and overseas equities capabilities.
