Articles
New research from Fitz Partners, based on its ‘UK Fund Charges’ database, has revealed that 23% of retail assets invested in UK funds are still held in pre-RDR share classes that might pay trail commissions to financial advisors.
VitalityInvest launches product updates for advisers
Written by JamesVitalityInvest has launched an update on the performance of its VIRO fund range two years on from inception and expansion of its third-party fund range.
Hargreaves Lansdown, the Bristol-based investment and wealth management business with 1.2m clients, has selected the German software provider Aixigo AG as its fintech partner for its new advisory processes.
Ben Wilson has been appointed director of advocacy at the Association of British Insurers (ABI).
Today we received our questionnaire from the FCA regarding actions that now need to be taken following receipt of the information we provided to them regarding defined benefit pensions.
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If you are a Financial Planner, millennials - those aged roughly 18-38 - are potentially the next big client target group…but there’s a problem.
Completed £11.5bn merger sees launch of Premier Miton Investors
Written by JamesThe completion of the merger of Premier Asset Management and Miton Group has seen the launch of a new company - Premier Miton Investors.
Guilty pleas over workplace pension duty avoidance
Written by JamesA recruitment agency and its managing director have pleaded guilty to misleading The Pensions Regulator (TPR) by falsely claiming staff had been put into a workplace pension.
Children's nursery director admits misleading TPR over pensions
Written by JamesA pre-school nursery and its main director have pleaded guilty to wilful failure to comply with its pension duties and for misleading The Pensions Regulator (TPR) by falsely claiming staff had been put into a pension.