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AFH Financial buys eighth IFA firm since RDR
- Monday, 19 May 2014
- Articles
AFH Financial Group of Bromsgrove, West Midlands, has bought the assets of IFA Omega Consulting (Norwich) Ltd.
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Carmignac added to Distribution Technology risk ratings
- Friday, 16 May 2014
- Articles
Two of Carmignac's funds are now risk-rated by Distribution Technology, a provider of risk profiling and Financial Planning tools for advisers.
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Women have £15,000 less saved than men - survey
- Friday, 16 May 2014
- Articles
Research by Santander has highlighted a growing savings gender gap with women savings less than half the amount men have saved.
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Experts warn 20% of consumers could exhaust pension funds
- Thursday, 15 May 2014
- Articles
Increasing use of income drawdown following the Budget annuity changes could see 20% of pensioners exhausting their funds before they die, pension experts have warned.
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L&G Investments launches Corporate Bond index fund
- Thursday, 15 May 2014
- Articles
Legal & General Investments, a provider of retail index tracking funds in the UK, has launched the Legal & General Short Dated Sterling Corporate Bond Index Fund.
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Tavistock to buy Sterling McCall Wealth Management in £7.3m deal
- Thursday, 15 May 2014
- Articles
Tavistock Investments has announced plans to acquire IFA firm County Life & Pensions - owner of the Sterling McCall Wealth Management network - and investment manager Blacksquare in a £7.3m deal.
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Financial services sector urged to back "Better Outcomes" campaign
- Wednesday, 14 May 2014
- Articles
Financial Planning and forecasting specialist eValue has launched a "Better Outcomes for All" campaign to encourage the industry to better serve the investing public.
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eValue says risk-rated CIPs 'not fit' as annuity replacement
- Wednesday, 14 May 2014
- Articles
eValue says that risk-rated Centralised Investment Propositions (CIPs) will fail to be "fit for purpose" as a "decumulation" alternative to annuites.
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FCA's Percival warns about 'shoehorning' clients into CIPs
- Wednesday, 14 May 2014
- Articles
FCA technical specialist Rory Percival has warned that advisers and planners should be way of adopting a "one size fits all" approach when it comes to using Centralised Investment Propositions (CIPs).
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eValue's Moss says risk assessment will be critical post-Budget
- Wednesday, 14 May 2014
- Articles
eValue strategy director Bruce Moss has told a London conference that assessing client risk will be more important in the post-Budget world where annuities are no longer necessary.
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