Guardian, the protection insurance challenger focused on financial advisers, has made 12 staff redundant and a “small number” of other redundancies are being considered.
Read more ...84% of investors unaware of true cost of investing
- Friday, 12 July 2019
- Articles

More than four in five investors (84%) under-estimate the cost of investing and 13% are completely in the dark about the fees they pay, according to a new study by a Financial Planning-based wealth adviser.
Read more ...PFS challenges 'alarming' FCA DB transfer data
- Monday, 15 July 2019
- Articles

The Personal Finance Society has challenged the FCA’s recent DB transfer data and has welcomed what it calls the regulator’s acknowledgement of the limitations of the data.
Read more ...PIMFA offers members client cash savings platform
- Monday, 15 July 2019
- Articles

Adviser trade association PIMFA has signed a partnership deal to offer cash savings platform Insignis to members.
Read more ...Clifton AM launches passive-active DFM arm
- Monday, 15 July 2019
- Articles

Wealth manager and Financial Planner Clifton Asset Management has launched Eden Park Investment Management to provide Discretionary Fund Management to advisers.
Read more ...New AI-based adviser aims to ‘Spotify’ Financial Planning
- Monday, 15 July 2019
- Articles

Two entrepreneurs have launched a wealth manager called Rosecut which will use artificial intelligence and human advice to target a £3.2 trillion ‘under-serviced’ segment of middle-market investors.
Read more ...Mental health issues top ‘return to work’ cases for Unum
- Tuesday, 16 July 2019
- Articles

Employee benefits and income protection firm Unum has revealed that more people used its ‘return to work’ support for mental health issues in 2018 than any other condition.
Read more ...MiFID II support tool for wealth managers unveiled
- Tuesday, 16 July 2019
- Articles

Moneyinfo, a client portal provider for advisers, has launched a new tool for DFMs and wealth managers to help them to meet the MIFID reporting obligations, recently identified by advisers as their biggest headache.
Read more ...FCA set to replace Gabriel returns platform
- Tuesday, 16 July 2019
- Articles

The FCA is to launch a new platform to replace Gabriel, it’s main tool for collecting data from financial adviser firms.
Read more ...Investors want active funds and advice - survey
- Tuesday, 16 July 2019
- Articles

A major investor survey has revealed that many are prepared to pay a premium for active fund management but also want professional advice to help them make the most of their portfolios.
Read more ...