June 2018
EDITION

VIEW ONLINE
SUBSCRIBE

Register with PP

Newsletter, Jobs & Event Alerts

Latest

  • Increase in people seeking advice but still ‘worryingly low’

    30 May 2018

    The number of people seeking financial advice is on the increase, but overall numbers continue to remain worryingly low, says Aegon. A recent survey by the pension provider found that 10% of people currently consult a financial adviser about their finances, up 25% on the previous survey. However, the majority (47%) reported making financial...

    READ ARTICLE
  • FCA finds suitability failures in automated advice services

    29 May 2018

    Automated advice firms are falling short on suitability and service, a review by the FCA has found.  The regulator looked at seven firms offering automated discretionary investment management services and three firms providing investment advice exclusively through automated channels. The findings showed that service and fee-related disclosures at most online discretionary investment management firms...

    READ ARTICLE
  • Should paraplanners be doing more to promote paraplanning as a profession?

    28 May 2018

    In a recent parameters survey, we asked you if you thought paraplanners should be doing more to promote the profession. The overwhelming majority of respondents said yes. The survey found 72% of you felt more should be done to promote paraplanning, while just 11% said no and 17% were unsure. Amongst those in favour,...

    READ ARTICLE
  • 4 factors that have helped power the FTSE 100 higher

    28 May 2018

    Following February’s volatility, why has the FTSE 100 now broken through its previous high? Russ Mould, investment director at AJ Bell, takes a view I see four distinct factors that have helped take the FTSE 100 to an all-time high. 1. The FTSE 100 underperformed its global stock market peers in total return, sterling...

    READ ARTICLE
  • Investors’ smart reaction to FTSE all time high

    28 May 2018

    Chris Stevenson, director of Savings and Investments, Barclays, says he is encouraged by investor reaction to the FTSE’s record closing high On Thursday 17 May the FTSE 100 closed at 7,787.97 points, just short of its record intraday high of 7,792.56 points hit in mid-January. Smart Investor customers are well engaged with the UK...

    READ ARTICLE
  • FE Analytics launches Reduction in Yield Calculator

    24 May 2018

    FE has launched a new tool designed to offer paraplanners and advisers a more efficient approach to calculating the impact of all costs on portfolio returns. The FE Analytics+ Reduction in Yield (RIY) Calculator allows adviser firms to assess the impact of costs in a single figure, rather than rely on projections from product...

    READ ARTICLE
  • Should investors be wary as free money ‘high’ comes to an end?

    24 May 2018

    Share prices in Europe will suffer from a period of volatility once the era of cheap money comes to an end, says RWC Partner’s Edward Rumble. The European Central Bank, alongside others around the globe, pumped billions of euros into the financial system after the crisis in a bid to keep European economies afloat....

    READ ARTICLE
  • iPipeline sees take up of Solution Builder protection modelling and sourcing software

    24 May 2018

    Business intelligence provider iPipeline UK said a number of mortgage brokers and estate agents have adopted its protection modelling and sourcing solution, SolutionBuilder, enabling them to offer protection alongside mortgages.  The firm said Knight Frank, Just Mortgages, Alexander Hall, Andrews and John Charcol have introduced SolutionBuilder to their advisers. SolutionBuilder allows advisers to demonstrate...

    READ ARTICLE