Retirement | 9 Sep 16
Five questions the UK’s autumn statement needs to answer
With a date of 23 November now set for chancellor Philip Hammond’s first autumn statement, AJ Bell senior analyst Tom Selby has outlined five questions Hammond needs to answer when he takes to the despatch box.
Kames Income hub | 9 Sep 16
Diversified income, consistent outcome
Vincent McEntegart, manager of the Kames Diversified Monthly Income Fund, explains how he aims to deliver a stable and sustainable income of 5% p.a.*, paid monthly, by investing in a range of asset classes.
North America | 9 Sep 16
SEC fines two advice firms over client fee disclosure
The US Securities and Exchange Commission has settled charges against two investment advice firms after some clients were unaware that they were being charged more than the single fee they were paying for investment services.
Profiles & Comment | 9 Sep 16
Wealth manager profile: Quilter Cheviot’s David Loudon
A self-confessed equities man, David Loudon is relishing his new role as chief executive officer at Quilter Cheviot, and has great expectations for wealth managers as the consolidation wave crests.
Gibraltar Life Insurance adviser stole £1.4m from clients
A financial adviser for Japan-based Gibraltar Life Insurance has been accused of stealing around JPY190m (£1.4m, $1.9m, €1.7m) from 26 customers over a period of 10 years, the company said in a statement on its website.