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ANALYSIS: Has the FTSE peaked?

ANALYSIS: Has the FTSE peaked?Lock icon

The FTSE 100 closed just short of its record high on Tuesday, the same day the International Monetary Fund revised lower its projections for for global growth.

Published : 4, Oct 2016
PEOPLE MOVES: Old Mutual, Investec W&I, Axa IM, Neptune

PEOPLE MOVES: Old Mutual, Investec W&I, Axa IM,...Lock icon

Old Mutual poaches ex-head of Aviva Life UK as its new customer champion czar, while Investec W&I promotes long-running executive for charities Louise Hall. Axa IM announces a casualty of its plan to merge its alternative solutions and structured finance teams as Neptune unveils a whole raft of changes to its US team.

Published : 4, Oct 2016
Industry divided on UK plans to relax pension transfer rules

Industry divided on UK plans to relax pension...Lock icon

The UK government’s plans to potentially scrap the current ‘advice safeguard’ on some overseas pension transfers has met with a mixed response from the financial services industry, with some experts welcoming the move while others believe it will put consumers at risk of being targeted by fraudsters.

Published : 4, Oct 2016
Mercer Jelf's Grant Hughes on being the ultimate talent spotter

Mercer Jelf's Grant Hughes on being the ultimate...Lock icon

Corporate financial advice veteran Grant Hughes talks about launching Mercer Jelf Financial Planning, the importance of professional development and how the industry must do more attract the next generation of adviser.

Published : 4, Oct 2016
Strabens Hall warns Rops fees outweigh benefits

Strabens Hall warns Rops fees outweigh benefits...Lock icon

Strabens Hall, the international IFA firm with offices in London and Hong Kong, has advised clients against using recognised overseas pension schemes (Rops), warning that the high charges incurred with using the product can often outweigh the tax advantages they offer.

Published : 3, Oct 2016
UK mulls scrapping advice rule for overseas pension transfers

UK mulls scrapping advice rule for overseas pension...Lock icon

The UK’s Department for Work and Pensions (DWP) is considering whether to scrap the ‘advice safeguard’ for expats, which requires individuals to consult an FCA-regulated adviser before they can transfer their defined benefit (DB) pension savings into an overseas pension scheme.

Published : 3, Oct 2016
Henderson/Janus merger highlights increasing need for scale

Henderson/Janus merger highlights increasing need...Lock icon

The ink is not dry and already commentators are hailing the merger of Henderson Global Investors and Janus Capital as an example of what is to come.

Published : 3, Oct 2016
Concerns raised over plans to create Kenyan super regulator

Concerns raised over plans to create Kenyan super...Lock icon

Kenya’s financial services industry has raised concerns over plans announced by the country’s government earlier this year to merge four supervisory authorities in order to create one super regulator.

Published : 3, Oct 2016
New measures should extend India stock market’s rally

New measures should extend India stock market’s...Lock icon

As India's economic reforms gather pace, domestic share prices are set to see a boost, according to Vikas Shah, portfolio manager and Indian equities specialist at Emerise.

Published : 3, Oct 2016
HMRC data sharing deal with Crown dependencies goes live

HMRC data sharing deal with Crown dependencies...Lock icon

A new data sharing agreement has officially come into force with the HM Revenue and Customs (HMRC) expected to be handed the details of hundreds of thousands of offshore accounts on Friday as part of a move for wider transparency from the Isle of Man, Jersey, Guernsey and the Cayman Islands.

Published : 30, Sep 2016
FPI Singapore director Simpson quits, HK head moves to Aviva

FPI Singapore director Simpson quits, HK head...Lock icon

Sweeping changes at FPI’s Asia operations sees the departure of long-standing Singapore sales director Toby Simpson, and interim appointments put in place after Hong Kong regional head Charles Barrows takes on a role to build Aviva’s Indonesia life business.

Published : 30, Sep 2016
Investors pile into commodities

Investors pile into commoditiesLock icon

European investors have been seeking exposure to commodities at an unprecedented scale in the first eight months of the year. Active commodity funds, however, are losing out.

Published : 30, Sep 2016
UK economy continues to surprise

UK economy continues to surpriseLock icon

The United Kingdom economy has produced another set of strong post referendum numbers as it continues to appear in a robust state despite the upcoming Brexit talks.

Published : 30, Sep 2016
Tech disruption offers opportunity, says M&G digital head

Tech disruption offers opportunity, says M&G digital...Lock icon

Technology is disrupting the asset management industry but offers many opportunities in the process, according to Dominic Traynor, head of digital at M&G Investments.

Published : 29, Sep 2016
ANALYSIS: Is a Trump presidency the best outcome for investors?

ANALYSIS: Is a Trump presidency the best outcome...Lock icon

If Donald Trump gets elected to the US Presidency, this could turn out to be a blessing for the US economy, according to a US equity fund manager.

Published : 29, Sep 2016
UK advisers must record calls under new FCA Mifid II rules

UK advisers must record calls under new FCA Mifid...Lock icon

Financial advisers in the UK may be required to record phone calls to clients under the Financial Conduct Authority’s (FCA) proposals regarding Mifid II, which also looks at extending the RDR commission ban for portfolio managers.

Published : 29, Sep 2016
PEOPLE MOVES: Old Mutual, Manulife, HSBC, Veritas AM

PEOPLE MOVES: Old Mutual, Manulife, HSBC, Veritas...Lock icon

Old Mutual appoints a chairman to its board while Manulife makes a hire to its newly-created position of chief executive for client services for EMEA. HSBC has announced a raft of hires in Geneva, Zurich and Dubai while asset manager Veritas poaches its new head from UBS.

Published : 29, Sep 2016
Chinese insurers make beeline for UK and Europe

Chinese insurers make beeline for UK and Europe...Lock icon

Large Chinese mainland insurance companies are on a mission to diversify their asset base and have the UK and Europe in their sights as they look to deploy their money around the world.

Published : 29, Sep 2016
ANALYSIS: Why you should have stuck with gilts

ANALYSIS: Why you should have stuck with gilts...Lock icon

While the popularity of different asset classes will ebb and flow, the one thing I have learned in my 11 years in financial journalism is that gilts are never a fashionable choice.

Published : 28, Sep 2016
UK watchdog calls to scrap £50k limit on ‘bad’ advice

UK watchdog calls to scrap £50k limit on ‘bad’...Lock icon

The head of the UK’s Financial Services Compensation Scheme (FSCS) has called for the £50,000 ($64,907,€57,770) limit on payouts for clients who receive bad financial advice to be scrapped.

Published : 28, Sep 2016

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