FCA to restrict movement of Odey AM assets
Following several funds suspending trading
Industry
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J Safra Sarasin SAM remains underweight in equities
But it is overweight in bonds, cash and alternative assets
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Will lack of adviser ESG training spark a mis-selling scandal?
Confusing terminology, no standardised reporting frameworks and greenwashing all could pose a problem
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Annuity rates rise 20% in the last year
A 65-year-old with a £100,000 pension can get up to £7,144 per year
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Over 3 million young Brits set for £225,000 pension pot
But it is not enough for a comfortable lifestyle, says Aviva
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UAE insurance firm rolls out savings plan
It requires a minimum investment of just $20 per month
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EU proposes changes to withholding tax procedures
To promote fairer taxation, fight tax fraud and support cross-border investment across the bloc
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Brits under 50 turn to IFAs to tackle cost-of-living crisis
‘Financial advice should not just be for older, wealthier clients’
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PEOPLE MOVES: Legal & General, Brooks Macdonald, Julius Baer
Financial services group names CEO, as wealth manager makes c-suite change
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Investment manager rolls out value for money tool for advisers
To provide them with a measure of the cost-effectiveness of their clients’ portfolios
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Financial services recruitment firm launches M&A service for IFA market
Ex-SJP development manager will head up the operation
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What do advisers need to know about convertible bonds?
They tend to be more highly correlated with equities and high yield bonds