January 2019


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  • Leading names commit to STAR to improve transfer and re-reg process

    9 January 2019

    11 organisations have committed to join STAR since the joint venture between Criterion and TeX launched in November. STAR’s aim is to drive up commitment to the Transfers and Re-registration Industry Group (TRIG) framework across the industry, and so improve the transfer and re-registration experience for consumers. STAR was launched to help deliver the...

  • Brooks Macdonald issues new 7 Steps DFM due diligence guide

    8 January 2019

    Brooks Macdonald has revised its 7 Steps guide to DFM Due diligence. The new edition builds on the presentations given at Professional Paraplanner’s Technical Insight Seminars in 2018 and is accredited for two hours of structured CPD. Andrew Denham Davis, director Business Development, says the collapse of DFM groups Beaufort Securities and Strand Capital...

  • Savers concerned ISA and pension allowances will be cut

    8 January 2019

    Nearly a quarter of consumers are concerned the Government will look to reduce the ISA allowance, findings from AJ Bell have shown. According to a survey of 700 DIY investors, 24% are worried that lowering the ISA allowance would affect them, while 15.5% expressed concern about the removal of pension death benefits. Asked whether...

  • Brexit suppressed UK equities could soar on a deal

    7 January 2019

    Only a no-deal Brexit can justify current valuations for many UK exposed companies versus peers around the globe, with the binary outcome leaving some of the domestically-focused UK stocks at a 30% discount to global equities, according to Smith & Williamson’s Enterprise Fund team. The managers, Mark Boucher and Mark Swain, said UK equities...

  • Brexit could see EU fund managers open offices in UK

    2 January 2019

    Nearly a quarter of institutional investors expect more European-based fund managers to open offices in the UK after Brexit, findings from State Street have shown.  According to “The Impact of Brexit on the UK fund management industry” report, more than one third (34%) or respondents believe there will be an increase in merger and...

  • Shift in market forces affecting investors’ focus on risk

    27 December 2018

    Political policy makers not central bank policy makers are now dominating markets, with investors focussed on new risks, says Anthony Rayner, manager of Miton’s multi asset fund range The three concerns dogging markets not so long ago were supposedly higher US rates, a plummeting oil price and the US-China trade war. The US Federal Reserve...

  • Is a global recession looming?

    24 December 2018

    Peter Elston, CIO at Seneca Investment Managers, provides his market outlook Is another global recession looming? That is surely the million dollar question being asked by many, but I think the answer is no. This has been a difficult year with equities, bonds and commodities mostly in the red, the common thread being that...

  • Octopus to launch wealth management arm with bespoke technology

    20 December 2018

    Octopus is launching wealth management arm Octopus Wealth, seeing an opportunity to help plug the financial advice gap in the UK, the company says. It is looking also at ways of delivering advice using new technology that the company is building in house, to complement traditional face-to-face advice. The main focus will be on...