Jacqueline Wilson
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IFAs Under Pressure To Offer More – Advice That Is!
Over half of IFAs are under pressure to go that extra mile with clients says a new piece of research. When I…
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Cooper Moves From Barclays To Julius Bayer
Julius Bayer has taken on Julian Cooper from Barclays as Senior Client Relationship Manager. Cooper started with Barclays in 1993 and during…
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Munnypot Starts Low-Cost Robo-Advice Service For Mass Market
A new robo-advice service for the mass market has just pre-launched and will be available to the public in the autumn. Munnypot…
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Diversification and Multi-Asset Products Antidotes to Brexit Say IFAs
Most advisers in a recent survey (taken before the EU Referendum) said that they viewed Brexit as the biggest global macro-economic challenge…
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Warning: Lock-In Brexit Bounce Ahead of Market Correction
Okay, it’s not good enough to make a Hollywood blockbuster, but here is a plotline worthy of our attention. Most advisers, says…
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David Cowell: ‘…it’s the size of the fight in the dog…’
“What counts is not necessarily the size of the dog in the fight – it’s the size of the fight in the…
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Cofunds and IPS Sold To Aegon for £140m
Aegon is to pay Legal & General £140m for Cofunds and the Investor Portfolio Service (“IPS”) platform. The deal is expected to…
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Alliance Trust Savings Profits From First Half
UK investment and savings platform Alliance Trust Savings has returned a profit of £0.4m for the first six months of 2016, compared…
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Mixed Brexit Fallout Continues
Figures just out show that the UK’s industrial output for the April to June quarter grew at the fastest rate for 17…
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Over-60s Feel Severe Cost of Living Squeeze
It’s the over-60s which are feeling a severe cost of living squeeze. So says new research which found that nearly a third…
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