United Kingdom
Macro Views | 2 Sep 16
Brexit impact extends well beyond Europe – RLAM’s Greetham
The Brexit vote has had a wider impact beyond the UK and Europe, temporarily derailing the US Federal Reserve’s plan to raise interest rates and allowing other governments to argue that there is a crisis under way that needs to be addressed with more forceful stimulus. Japan is a case in point.
Best Practice | 2 Sep 16
Easier for UK advice firms to get corporate chartered status
UK financial advice firms applying for corporate chartered financial planner status from the Chartered Insurance Institute (CII) can face an easier time than their overseas counterparts.
Best Practice | 1 Sep 16
FCA bans and fines adviser who lied about her qualifications
The Financial Conduct Authority (FCA) has banned Elizabeth Anne Parry from performing any function in relation to any regulated financial activity and fined her £109,400 ($143,419, €128,657) for repeatedly lying about her qualification status.
Multi Asset | 1 Sep 16
WMA ditches FTSE in favour of MSCI
The Wealth Management Association has struck a deal with MSCI to provide a series of indices, replacing FTSE as its indexing partner.
PortfolioMetrix added to Aegon platform
Aegon has added a range of portfolios from discretionary fund management (DFM) firm PortfolioMetrix to its platform following demand from advisers.