Sue Whitbread
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60/40 asset allocation strategies “won’t work for advisers and their clients over the next decade” says 7IM’s Matthew Yeates
Matthew Yeates, Head of Alternatives and Quantitative Strategy, 7IM, argues that this traditional strategy is ‘flawed’ as diversification is no longer being…
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FCA recognises need to ‘up our game’ and admits FSCS levy is ‘unsustainable’ at PIMFA Virtual Fest
Regulator acknowledges need to ‘up our game’ on how it uses data Scams & vulnerability has increased since COVID-19 pandemic FSCS levy…
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The Openwork Partnership and Embark Group extend distribution agreement to 2026
The Openwork Partnership and Embark Group (Embark) have announced that they have agreed Heads of Terms on extending their existing distribution agreement…
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SECCL partners with national IFA operator Loyal North, to support launch of new hybrid advice platform
‘JustFA’ platform aims to deliver efficiencies across the advice process, and meet the challenges of remote working Seccl, the Octopus-owned custodian and…
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The UK property market kicks back into gear
Paresh Raja, CEO of Market Financial Solutions, explains why he is in a positive mood about the future prospects for bricks and…
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Stop, Look, Listen – the strengths women bring to the table in a financial services business
Covid-19 has thrust flexible and remote working into the spotlight with many financial institutions finally realising that it is possible. For women,…
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Alpha FMC research shows significant increase in orphan assets on platforms
Number of client orphans increases by over a fifth in 2020 Number of orphan clients on adviser platforms continues to trend upwards,…
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New research suggests ESG investment market set to double in 2021
Environmental, social and governance-based investment market set to double in 2021 with over one in 10 (12%) investors planning to move investments…
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#IWD2021: Michelle Hoskin highlights practical ways you can embed ‘The 4Es of Excellence™’ into your advice business
Featured as part of our focus on celebrating International Women’s Day Excellence. We all know we want it both in our personal…
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#IWD2021: Met Life’s Amy Tomlinson has five top tips for supporting women in the workplace
Featured as part of our focus on celebrating International Women’s Day, Amy Tomlinson, Head of HR at MetLife, comments: “International Women’s Day…
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