Articles
International wealth manager deVere has said Nigel Farage’s advocating a DIY approach to investing could be monumentally risky for inexperienced investors reading his newsletter.
I think we can all agree that any suggestion that in-specie pension contributions were a viable option for those who were asset rich but cash poor has now been revoked, even if the pensions tax manual (PTM) still implies that it could be possible.
Only 4% of pension savers would opt out of free pension guidance if they were ‘auto-enrolled.’
The FCA has today publicly censured Aviva plc for making a stock market announcement that had the potential to mislead retail investors.
Wealth manager EQ Investors is to host an impact investing webinar for Financial Planners tomorrow to coincide with Good Money Week which gets under way today.
More...
Activist investment firm PrimeStone Capital LLP wants a radical shake-up of wealth manager St James’s Place after accusing the firm of having a "bloated" organisational structure and suffering dismal share price performance.
It’s hard to find a silver lining in current Covid cloud but one of them may be a boost to recruiting the next generation of Financial Planners.
Fidelity has acquired Legal & General Investment Management’s UK Personal Investing business which manages £5.8bn in assets for 300,000 clients.
Financial services company Mazars, which has a substantial UK Financial Planning arm, has launched a global rebrand.