Tuesday, 03 June 2014 09:44
Portfolio management services must be more accessible to customers and there needs to be greater transparency around costs, two financial services firms have said.
Monday, 10 March 2014 11:45
Wednesday, 15 January 2014 10:19
Tuesday, 07 January 2014 11:40
A trust aimed at people who want to pass their wealth on to their family with reduced inheritance tax liability has been extended to the UK.
Friday, 27 December 2013 11:42
Financial advisers are bullish about UK equities for 2014, according to research by an investment firm.
Friday, 13 December 2013 11:20
The head of wealth planning at investment firm Skandia has left by mutual consent – having only just rejoined in February.
Thursday, 21 November 2013 09:15
Non-domiciled UK clients holding whole of life insurance policies with a UK insurer may need further advice where the policy has been written under seal and taken outside the UK for inheritance tax purposes, says Skandia.
Wednesday, 16 October 2013 08:56
According to new research 65 per cent of advisers said that the main reason for recommending outsourced investment services was to gain access to specialist portfolio management skills.
Thursday, 15 August 2013 12:48
Regulation and best practice issues are spurring the evolution of wrap and platform usage for Financial Planners as they adapt to a new post-RDR environment. Laura Dew talks to some leading Financial Planners about how their use of platforms is changing.
Published in Insight & Analysis