US expats will be among the worst affected after Hargreaves Lansdown suspended nearly 1,200 ETFs and investment trusts last week after they failed to produce a key information document (Kid) as required under the EU’s new Priips regulation.
Investors are missing out on good, profitable businesses by becoming swept up in the growth stock hysteria, AJ Bell’s Ryan Hughes has warned.
Two weeks after his sudden death, the Personal Finance Society has honoured Mike Morrison, head of platform technical at AJ Bell, with its lifetime achievement award.
It is “business as usual” for UK pensions as no major changes were included in the Autumn Budget by chancellor Philip Hammond, although some small tweaks were made to the lifetime allowance, asset management and the personal income allowance.
Consumers entering income drawdown are three times more likely to seek professional financial advice than they are to use the government’s free Pension Wise service, according to new research by AJ Bell.
A BlackRock alum has joined Edmond de Rothschild Asset Management as global head of business development. Accountancy network Moore Stephens has launched a US tax offering in London and appointed a triple qualified tax specialist to head it up. Fidelity International has lost a 13-year veteran.
Industry veteran Mike Morrison, head of platform technical at AJ Bell, has died at the age of 55.
Hedonist pensioners forking out for luxury experiences are becoming rarer, according to Financial Conduct Authority pensions freedoms data.
Calls for a review of the complex and lengthy disclosure documents clients receive at the point of sale (POS) have been rejected by the Financial Conduct Authority despite the regulator admitting that customers can get confused.
Small and expensive, are funds that have failed to hit £10m ($13m, €11m) in assets just clogging up the investment universe?
The US equity market hit new highs, but bond yields are expected to fall after the US Federal Reserve voted to keep rates on hold at its latest meeting.
The number of Qrops transfers in the last financial year dropped to the lowest level since 2010/11 and is expected to fall further on the back of the UK Government’s 25% charge, as the amount of money accessed via the pensions freedoms hits a record high.
