FT Adviser
WEBFT Adviser is an all-encompassing website dedicated to the financial adviser and financial planner market covering investments, mortgages, pensions, insurance, regulation and other key issues ...
Who are the FTAdviser Top 20 Financial Advice Firms this year?
WEBSep 29, 2023 · Consumer Duty has been one of the most important challenges and opportunities that advice firms have had to tackle in 2023, according to some of the companies in this year's FTAdviser Top 100 ...
Twenty7Tec acquires Finplan owner to enter wealth market
WEBJun 14, 2022 · Technology provider Twenty7Tec has bought Bluecoat Software, the owner of Finplan - a client relationship management solution (CRM) used by some 300 advice firms. The deal, the value of which was ...
What could a 'wealth tax' look like? - FTAdviser
WEBFeb 9, 2021 · The Commission’s starting point was that any wealth tax needed to meet four key principles, with each principle formed from research with the general public regarding the priorities around any ...
Best and worst workplace pension schemes named - FTAdviser
WEBSep 11, 2019 · Silver. -Hargreaves Lansdown. -Salvus Master Trust. - Scottish Widows (GSIPP & Master Trust) -True Potential. Bronze. -The People’s Pension. -The People’s Pension. Asked to not be rated.
Majority of Jupiter funds provide value - FTAdviser
WEBAug 2, 2021 · Jupiter Asset Management has found almost 84 per cent of classes in its funds have demonstrated value for investors in the past year. In its annual value assessment report, released today (July 30 ...
How interest rates affect bond prices - FTAdviser
WEBSep 1, 2022 · Bond prices are inversely correlated with interest rates, meaning that when interest rates go up, bond prices go down and when interest rates go down, bond prices go up (see below). According to ...
Adding responsible investment into your client fact-find questions ...
WEBOct 26, 2021 · You could argue that the most robust approach is to think about integrating a number of open questions into your standard fact find. That allows you to record your clients’ responses as part of ...
FCA relaunches pension transfer advice checker tool
WEBJun 5, 2020 · The Financial Conduct Authority has relaunched its pension transfer ‘advice checker’ tool, designed so consumers can see whether they received unsuitable advice. The tool, which first launched ...
Transact remains most popular platform with advisers
WEBMar 10, 2021 · The Transact platform attracted advised net sales of £3.47bn by the end of 2020, putting it slightly ahead of Aviva which saw net sales of £3.46bn and AJ Bell at £3bn. There has been no change ...