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United Kingdom

How advisers can generate new income streams

Africa | 4 May 18

How advisers can generate new income streams

When it comes to running a sustainable financial advice business, the top concern for advisers is the growing burden of administration and not having enough time to generate new income streams, according to research by Masthead.

PI woes force pension transfer firm to pull advice service

Companies | 3 May 18

PI woes force pension transfer firm to pull advice service

UK pension transfer specialist O&M Pension Advice will cease advising clients from 1 July after it ran into “unexpected difficulties” with its professional indemnity (PI) insurer, a problem that is becoming more common in the advice market.

Good time to addUK adquity exposure, says Thesis AM

Equities | 3 May 18

Good time to add UK equity exposure, says Thesis AM

With economic growth likely to pick up again, now is a good time to be adding exposure to the UK equity markets, argues Thesis Asset Management research analyst Ryan Paterson.

Fidelity fund cashes in on Trump military spend

Equities | 3 May 18

Fidelity fund cashes in on Trump military spend

Fidelity Special Situations fund manager Alex Wright has increased his allocation to defense companies in a move set to exploit Donald Trump’s significant increase in his military budget announced in Q1, as the US attempts to create a more lethal Joint Force.

Old Mutual Wealth resumes TVAS report service with £150 charge

Companies | 3 May 18

Old Mutual Wealth resumes TVAS report service with £150 charge

Old Mutual Wealth (OMW) is relaunching it transfer value analysis service (Tvas), a month after it was suspended following changes to the UK regulator’s rules concerning pension transfers.

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Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.