Advisers ditch plans to shrink active allocations
Global financial advisers have backtracked on plans to decrease their active exposure, instead marginally increasing allocations, according to a survey by Natixis Investment Managers.
PEOPLE MOVES: Ashburton, Brewin Dolphin, Sanlam
Ex-UBS man to lead Ashbuton’s international business, Brewin Dolphin hires from gold dealer to lead new London office and Sanlam recruits from Jupiter for UK regional sales role.
Best Practice | 12 Jun 18
Pension checklist for changing job
It can be easy to forget about pension benefits when you are swept up in the excitement and stress of changing job. But as workplace pensions can be very generous, it pays to keep on top of any pots that have been built up, says Fidelity International’s Ed Monk.
Fund groups lacking dedicated A-share analysts
The inclusion of 230-odd China A-shares was a hugely symbolic moment for investors in the region but the fund industry has failed to get ahead of the curve with most firms lacking dedicated teams of analysts or products to invest in the asset class.
Adviser cracks during interrogation with regulator
A financial adviser who forged qualification documents has been banned after he cracked during a “compelled interview”.