by Heather Hopkins | 18 April 2017 | Archive
According to Fidelity FundsNetwork head Pat Shea, the UK platform market has too many sub-scale players. Hear the rest of the story in Money Marketing.
by Andrew Ashwood | 07 April 2017 | Archive
April. Spring has sprung and with it brings the start of the new tax year. Workers get a £500 rise in their tax-free Personal Allowance and ISA savers see their annual allowance rise to £20,000. But bubbling under the surface is a product that has been much-maligned...
by Jeremy Fawcett | 31 March 2017 | Archive
Natwest has just announced 128 branch closures because of the ‘dramatic shift’ from face-to-face to online and mobile transactions. Nothing new there… 32 branches went last year because of ‘increased use of digital banking’ and 300 back in 1996, as it rolled out...
by Danby Bloch | 24 March 2017 | Archive
The idea of patient long term capital is attractive – especially in the context of investment trusts. Higher long term returns could come from the higher risks involved in holding investment trusts. What’s more I think that it could have legs in the adviser community,...
by Heather Hopkins | 17 March 2017 | Archive
‘Financial stability’ is consistently among the top ‘musts’ of the perfect platform. Advisers rated it ahead of ‘low charges’ as the top ‘must’ in Q4 for the first time. But is all this just confirmation bias? In today’s email I will dig in to the detail of these...
by Heather Hopkins | 14 March 2017 | Archive
Read the full interview in Money Marketing
