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FE Select Portfolios become available on Transact
- Monday, 16 September 2013
- Articles
The FE Select Portfolios are now available on the Transact platform, making them more easily accessible to clients of both FE Research and Transact.
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AXA Elevate concerned about bulk transfer to clean share classes
- Monday, 16 September 2013
- Articles
AXA Wealth Elevate, AXA's platform arm, has expressed concern that some platforms will bulk transfer client holdings into clean share class versions of funds and believes the move could risk leaving customers disadvantaged.
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Financial Planner magazine rates highly with PIMS delegates
- Friday, 13 September 2013
- Articles
Financial Planner magazine, the official monthly publication of the IFP, has been named by delegates on the PIMS intermediary conference as the second most read monthly industry magazine.
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Paraplanners 'excited' about first Paraplanner Powwow
- Friday, 13 September 2013
- Articles
The countdown has started to the first ever Paraplanner Powwow which will take place in Northamptonshire on 19 September under giant teepees.
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AXA Wealth Services fined £1.8m for advice failings
- Friday, 13 September 2013
- Articles
The Financial Conduct Authority has fined AXA Wealth Services Ltd £1,802,200 for failing to ensure it gave suitable investment advice to its customers.
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Two out of three women have never taken out life cover – survey
- Friday, 13 September 2013
- Articles
Friends Life has revealed that half of men surveyed have held life cover compared to just a third of the women.
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Analysis reveals UK's retirement capital is Christchurch, Dorset
- Friday, 13 September 2013
- Articles
Analysis from Prudential reveals the South West England as the most popular place to live in the UK for retirees, with more pensioners per head in Christchurch, Dorset than anywhere else in the country (see tables below).
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APCIMS planning to change name to Wealth Management Association
- Thursday, 12 September 2013
- Articles
The Association of Private Client Investment Managers and Stockbrokers (APCIMS) is planning to rebrand to better reflect the services its members offer.
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Campaigners celebrate personal finance school lessons from 2014
- Thursday, 12 September 2013
- Articles
Martin Lewis, the creator of MoneySavingExpert.com and a campaigner for financial education in schools, is jubilant that personal finance will be taught in all maintained secondary schools from September 2014.
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Alliance Trust Savings hits £5bn in assets and plans DFM arm
- Thursday, 12 September 2013
- Articles
Alliance Trust Savings, a provider of Sipps, Isas and shardealing, has reported assets under administration on its i.nvest platform have reached £5 bn following a sustained period of inflows since the start of the year and continuing adviser interest.
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