by Platforum | 24 June 2016 | Archive
It’s worth remembering that while aspects of financial services are international, some parts are very domestically oriented which is the case for much of retail financial services. What happens next is that financial advisers, DFMs and domestic retail fund groups...
by Miranda Seath | 21 June 2016 | Archive
This week we take a look at Zurich’s intermediary platform proposition, which the Swiss insurer launched in 2013. The platform has a mix of workplace and advised assets on it, with 89 per cent sitting in the pension wrapper. Read the full article on MoneyMarketing...
by Miranda Seath | 17 June 2016 | Archive
Yesterday I went for coffee with a senior contact from the asset management arm of a major pension provider. It’s always interesting to chat to a fellow pensions geek but I was really struck by one comment that he made. In his view, pensions are really just an...
by Rodolfo Crespo | 10 June 2016 | Archive
‘In’ or ‘out’ was a hot topic around the tables at Money Marketing’s investment industry shindig last night. Contrary to popular belief, it is hard to see Brexit rolling back red tape for retail investment distribution. This is an area where UK domestic rulemaking is...
by Miranda Seath | 03 June 2016 | Archive
Read the full profile in MoneyMarketing here.
by Danby Bloch | 03 June 2016 | Archive
The shadow of the referendum in three weeks’ time looms over investment decision-making. Faced with a client who has cash to invest, what should an adviser do now? Wait till after the poll, invest now or invest some now and then some later? The issue brings into...
