Lee Robertson of Investment Quorum is sceptical of wealth managers’ plans to add advice services while asking why exactly they haven’t been calling themselves asset managers up to now if they haven't.
Fund Strategy examines China’s significance to the global economy and considers the pros and cons of starting to increase client's exposure there too.
Met Life closes its wealth management business to new business. By wealth management it means its third way retirement products. The firm says the move is driven by the low interest rate environment.
New Work and Pensions Secretary David Gauke suggests there will be a period of stability for pension tax relief which will be good news for IFA clients.
A survey by IW Capital of 2000 investors suggests that High Net Worth investors believe the Conservatives will make them richer and put the UK in a better economic position after Brexit.
Broker Private Finance suggests that the buy to let shift to limited company status could be the next misselling scandal.
Professional Adviser outlines the four important things advisers will have to know from Mifid II. The two most significant are that advisers must take notes or tape calls with clients where it involves a transaction and that individual advisers cannot provide both independent and restricted advice.
A.J. Bell’s Mike Morrison urges policymakers to tackle the pension timebomb now. He paints a rather bleak future given demographics, failure to save and more.
Tech will bring down life insurance premiums argues Vitality Life.
