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Portfolio management services must be more accessible to customers and there needs to be greater transparency around costs, two financial services firms have said.
Published in Articles
Monday, 10 March 2014 11:45

Old Mutual Wealth vice-chairman retires

Peter Mann, the vice-chairman of Old Mutual Wealth, has announced his retirement this morning.
Published in Articles
A managing director at BNY Mellon has left his job to move to Skandia.
Published in Articles
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.
Published in Articles
Financial advisers are bullish about UK equities for 2014, according to research by an investment firm.
Published in Articles
Friday, 13 December 2013 11:20

Skandia's wealth planning head leaves firm

The head of wealth planning at investment firm Skandia has left by mutual consent – having only just rejoined in February.
Published in Articles
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.
Published in Articles
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.
Published in Articles
Thursday, 15 August 2013 12:48

Cover feature: Wrap and platform survey

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
Skandia has appointed Alistair Campbell as head of investment marketing.
Published in Articles
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Financial Planner Poll

Will online advice 'robots' powered by Artificial Intelligence one day replace planners?

Yes - 56.3%
No - 43.8%
The voting for this poll has ended on: 30 Jul 2014 - 00:00