Fixed Income in the News
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FCA finds fund managers’ value assessments significantly improved, but still work to do
Following a review of fund managers’ value assessments, the FCA has found that while many firms have better practices in place, some…
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Scottish Widows Platform partners with Origo Integration Hub to deliver rapid progress on adviser CRM integrations
Scottish Widows Platform has partnered with the Origo Integration Hub to deliver time- and cost-saving data integrations with the Customer Relationship Management…
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Twenty7tec: July 2023 mortgage market activity
Twenty7tec, the leading adviser tech provider, has announced mortgage market statistics for July 2023. They are as follows: Nathan Reilly, director at…
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EQ Investors adopts Door platform to bolster due diligence and support ACT Framework
Door, the leading global digital due diligence and risk management platform, has recently partnered with EQ Investors to support their due diligence process…
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Podcast #52: Why do clients decide to fire their adviser? With Morningstar’s Samantha Lamas and Danielle Labotka
In our latest IFA Talk podcast, we are delving into the world of behavioural finance – to explore some of the reasons…
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HSBC Life – Advisers Risk Missing Out on Benefits of Intergenerational Planning
Advisers are risking losing potential clients and business despite believing that taking an intergenerational approach to clients is important, research* from HSBC…
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PIMCO Washington Watch: Shutdown Even More Likely After Downgrade
By Libby Cantrill, Managing Director, Head of U.S. Public Policy at PIMCO · What is happening? Over the past few weeks, we have…
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Fundscape Direct Matters Q223
The trading environment in the second quarter provided no respite from the headwinds that have been pummelling the direct platform market. Platforms…
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HTB appoints Ross Sheppard to business development manager for bridging
Hampshire Trust Bank (HTB) has announced the appointment of Ross Sheppard as business development manager for bridging. Ross has previously worked in…
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AJ Bell reiterates call to double savings allowance as further 1 million Brits to be caught by tax on cash savings
Rising interest rates and frozen tax thresholds will combine to push another million taxpayers into a little-known tax trap this year, new…
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