News
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An introduction to inheritance tax from Octopus
For professional advisers and paraplanners only. Not to be relied upon by retail clients. Get to grips with inheritance tax, different estate…
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FCA Covid Impact Survey Cause Grumblings Across Financial Sector
peter_IFAMAG reads Twitter so you don’t have to. Last night the S&P 500 made stunning comeback as it recovered its losses for…
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Overview of mergers and acquisitions in retail financial services in light of COVID-19
Like much of the economy, the mergers and acquisition market for IFAs has been infected by the coronavirus pandemic but there are…
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Fidelity | Asian Equity
At Fidelity Multi Asset, we maintain a bias in equity regions to Asia, and more specifically Greater China given the larger share…
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ESG: The latest incarnation of marketing-led investment strategies
Institutional investment management is broken. Asset-gathering business objectives and goldplated cost structures magnify the imperative to grow AuM. Investment firms led by…
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Model Portfolio Service – the cost of delivery for advice firms
In its 2017 Asset Management Market Study (AMMS) the FCA drew attention to “weak price competition leading to sustained high profits over…
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EY Draw More Scrutiny as Wirecard Scandal Rumbles on
peter_IFAMAG reads Twitter so you don’t have to. Black Lives Matter protests swept the UK over the weekend whilst investment companies published…
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This Sunday’s Money pages
The first question The Sunday Times asks is ‘Should you be investing in China?’ – a perfect storm of economic and political…
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Who is New OBR Chief Richard Hughes?
peter_IFAMAG reads Twitter so you don’t have to. Richard Hughes announced as the new head for the Office for Budget Responsibility today.…
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CoInvestor partners with custodians to deliver straight through digital applications for tax-efficient investing
CoInvestor, the platform digitising the alternative sector for financial advisers, direct investors and fund managers has significantly streamlined the back-end investment process…
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