Under half of financial planners outsource investment to DFMs
Advisers pick Brewin Dolphin and Brooks Macdonald as favourite discretionary managers
Regions
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Friends Provident International marketing manager dies
Tim Hughes passed away on Sunday 17 November 2019
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UK Labour Party vows radical pension and tax overhaul
As it promises significant changes to retirement age, IHT, CGT and income regimes
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Maltese firm bolsters financial planning arm with acquisition
Deal will increase its exposure to the life insurance market
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Zurich Middle East CEO talks commission cap in UAE
As the advice sector in the region needs to brace for disruption
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Investment firm fined £1.9m over ‘closet tracker’ funds
UK regulator said situation revealed ‘serious weaknesses’ in the company’s systems and controls
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Is investing in your own country the best strategy?
Strong home bias is going to affect the level of diversification in a portfolio
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CII gender equality initiative sparks industry action plan
Recommendations made to improve women’s financial resilience
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SJP rolls out financial education portal for under 30s
As 36% said they are already concerned they won’t have enough money to fund their retirement
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Blacktower opens ‘fully regulated’ Cayman business
To offer financial planning services on the island
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Celebrities win £263m case against HMRC over investment scheme
Footballer Wayne Rooney and comedian Jimmy Carr among 675 investors
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Aviva overhauls business into five divisions
No update on FPI deal as it sells stake in Hong Kong digital life insurance joint venture