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Morningstar survey finds a lack of trust in advisers
- Tuesday, 13 May 2014
- Articles
A panel discussing the Future of Advice at the Morningstar Investment Conference heard that a consumer survey for the session found a 'lack of trust' as a key reason consumers avoided using a financial adviser.
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On the Wight track – Financial Planner's ultra challenge
- Wednesday, 14 May 2014
- Articles
A 106km ultra marathon is the challenge ahead for a Financial Planner this summer.
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Annuities 'key part' of retirement planning despite reforms
- Wednesday, 14 May 2014
- Articles
A poll by Broadstone Corporate Benefits found nearly three quarters of its trustees and sponsoring employers expect annuities to remain a key part of retirement planning despite the Budget reforms.
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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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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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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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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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Paraplanners set for busy IFP Annual Paraplanner Conference
- Thursday, 03 April 2014
- Articles
There's just a week to go until the UK's biggest annual event for Paraplanners - the IFP's sell-out annual Paraplanner Conference.
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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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