Regions
Investment | 24 Nov 16
Momentum’s Klempster on outcome-based asset allocation
James Klempster says the three Momentum Factor multi-asset funds are more aligned to clients’ real-world outcomes than their traditional counterparts
Don’t mistake equities’ current sanguine run for real strength
Investors should not rest too comfortably on the relative calm with which equity markets have greeted both the UK’s EU referendum and the election of Donald Trump to the US presidency warns Guy Stephens.
Standard Life confirms Elevate staying a standalone platform
Standard Life has confirmed that Elevate will continue as a distinct platform after months of speculation that it could be combined with the investment firm’s Wrap proposition.
Charles Taylor agrees to buy Zurich’s closed book
Isle of Man-based Charles Taylor has agreed to buy one of Zurich’s closed book of international life assurance business as well as Allied Dunbar International Fund Managers.
Retirement | 24 Nov 16
Industry divided on planned UK overhaul of overseas pensions
The UK government’s plans to change the way overseas pension schemes are approved and taxed have been met with a mixed response from the financial services industry, with some advisers welcoming the move while others believe it will make foreign pensions increasingly complex and unattractive.