7IM teams up with podcaster to create self-investment online tool
Listeners looking to invest will be able to access a risk-assessing service
7IM
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Half of over-50s in UK unprepared for retirement
Four in 10 worry about retirement, but it would take £500k windfall for them to seek advice
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Three-quarters of UK adults lack financial education
Quilter survey finds 98% of respondents believe finance should be taught at school
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PEOPLE MOVES: Prudential, AllianceBernstein, 7IM
Barry Stowe retires as chairman and chief executive of the Pru’s North American division
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Older investors ‘de-risking too early’
Too many older clients dial back their investment risk too soon, when they should be taking on opportunities, a survey has found.
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7IM assets up 14% ahead of acquisition
Seven Investment Management (7IM) ended 2017 with assets under management at £12.4bn ($16.4bn, €14.1bn), up 14% from £10.9bn in 2016.
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7IM buys family office focused DFM
Seven Investment Management has agreed to take over Tcam Asset Management in a bid to enhance its active management capabilities despite the Scottish firm last year expressing caution about merging with another company.
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7IM becomes a pension provider
Seven Investment Management (7IM) has launched its own self-invested personal pension (Sipp), making the firm an official pension provider.
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Challenging the naysayers on high yield ETFs
High yield ETFs have a reputation for poor tracking difference, but 7IM senior portfolio manager Peter Sleep argues there are still ways for passive investors to access the asset class.
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7IM gets regulatory approval to set up Jersey office
Seven Investment Management (7IM) has received approval from the Jersey Financial Services Commission (JFSC) to open an office on the island.
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Busting the ETF jargon
From fees to tracking error to “two-way flows”, unsuspecting investors can be caught off guard by some of the inside language used by the ETF industry, warns 7IM senior investment manager Peter Sleep.
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7IM launches decumulation service for advisers
Seven Investment Management has launched a retirement planning service to help advisers in the UK look after clients at, and nearing, retirement.