Our regular round-up of the latest insights on investment distribution

This week saw the release of the much-anticipated Financial Advice Market Review (“FAMR”, dubbed farmer) and the budget. FAMR was an opportunity wasted.  It was a restatement of the problems we all know exist – and an elaborate restatement at 85 pages! On April...

We arrived at the office today to confirmation of rumours that Old Mutual is being split into four to drive growth of the individual business units. At the same time Old Mutual Wealth announced results and the accompanying commentary struck me as refreshingly...

Read the full profile in MoneyMarketing here

Investing is complicated and scary. Many indicators point to a burgeoning market for financial advice and rising income for financial advisers since the RDR. Let the good times roll. But for how long? Platforum research indicates that investors are less likely than...

The hotly anticipated TR16/01 (at least in some industry circles…) has just been published and in some ways it’s a bit of a damp squib. Platform due diligence practices by advisers are singled out and the FCA is ‘disappointed to identify issues relating to platform...

Risk is on everyone’s lips. And whilst it might seem risky to pen this email after a late night at the Corporate Adviser Awards, I will do my best. Clients who went in to drawdown at the dawn of the pension freedoms may now be faced with a pension pot worth about...