EQ Investors, the boutique wealth manager and Chartered Financial Planning firm led by industry veteran John Spiers, has recruited Mark Howlett to join as an executive director with responsibility for the advice side of the business.
Read more ...Advisers warn about rise in ‘insistent’ DB transfer clients
- Wednesday, 11 October 2017
- Articles

Financial advisers say they are experiencing an increase in insistent clients disagreeing with their recommendations on defined benefit pension transfers
Read more ...Aegon to drop Cofunds brand in platform integration
- Wednesday, 11 October 2017
- Articles

Aegon is to merge its Aegon Retirement Choices and Cofunds platforms in the coming weeks in a move which will see the Cofunds brand pensioned off.
Read more ...People’s Trust fails to go ahead after fund raising ‘insufficient’
- Tuesday, 10 October 2017
- Articles

The People’s Investment Trust, the new investment vehicle created by former Investment Association chief executive Daniel Godferey, has halted its launch plans after fund-raising efforts produced insufficient money to get the project off the ground.
Read more ...Openwork boosts board with two new non-exec directors
- Tuesday, 10 October 2017
- Articles

Openwork, one of the UK’s largest financial advice networks with more than 3,500 advisers, has appointed Ian Buchanan and Andy Smart as non-executive board directors.
Read more ...Chartered firm to research stresses faced by business owners
- Tuesday, 10 October 2017
- Articles

Chartered Financial Planning firm and wealth manager Clarion Wealth has partnered with a group of business psychologists to explore the stresses and strains faced by clients who sell a business.
Read more ...Financial Planning firm opens self-built DFM to all planners
- Tuesday, 10 October 2017
- Articles

Bristol-based Financial Planning firm Brunel Capital Partners, run by Chartered Financial Planner and MD Damien Rylettt, has opened its self-built DFM firm IronBright to other Financial Planning firms.
Read more ...Selectapension to resume pension transfers in 2018
- Tuesday, 10 October 2017
- Articles

Specialist pension provider Selectapension is to resume pension transfer business in 2018 after suspending DB pension transfers earlier this year following an FCA audit.
Read more ...Standard Life Investments cuts MyFolio AMCs
- Monday, 09 October 2017
- Articles

Standard Life Investments is to trim the Annual Management Charge (AMC) on a number of share classes following a review of its MyFolio range of OEIC funds.
Read more ...Financial advisers failing customers on ethical investment
- Monday, 09 October 2017
- Articles

A majority of investors want their money to do good as well as produce a positive return but over 70% don’t know how much of their money is invested ethically, according to a survey for Good Money Week which gets under way this week.
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