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  • Brand least important factor in multi-asset fund selection

    2 July 2019

    Advisers are opting for performance over brand when it comes to choosing a multi-asset fund manager, new research from Seneca Investment Managers has revealed.  Nearly three quarters (74%) of advisers cited investment performance as the leading factor, while a well-known brand name was considered the least important factor, with just 37% of the vote....

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  • Education needed for LGBTQ+ community on IHT rights

    1 July 2019

    A third of the LGBTQ+ community wrongly believe they would inherit a partner’s estate or become executor, according to a nationwide survey by Farewill. As many as 33% of respondents from the LGBTQ+ community assumed they would have the same rights as married couples if they had been in a relationship (but unmarried) and...

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  • Gender pension planning gap cause for concern

    1 July 2019

    Just over a third (34%) of women don’t have a pension plan, compared to just 17% of men, new research from online investment service provider Willis Owen has revealed. The survey of 1,070 UK adults showed of the women without a pension, 41% said they have no intention of starting one, versus 34% of...

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  • Have US-China G20 trade talks improved global growth prospects?

    1 July 2019

    Ian Samson, markets research analyst at Fidelity International, considers the effect of the weekend’s G20 trade talks between the US and China on the global economy. The US and China reached a truce at this weekend’s G20 meeting in Osaka. In typical style, President Trump proclaimed that “we’re right back on track”, but the lack...

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  • MiFID II costs and charges spotlight could see platforms lose business

    29 June 2019

    Wealth managers and platform providers could start to lose business as the stringent MiFID II requirements turn the spotlight on costs and charges, a new research paper from analysts AKG and financial planning firm Netwealth has revealed. One in three (34%) of advisers expect clients to switch investment solution/ provider in the future and...

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  • TDQ: Test Your Knowledge – Questions

    29 June 2019

    For Professional Paraplanner’s TDQ (Training, Development and Qualifications) series, we have teamed up with key support providers, such as Brand Financial Training, to provide our readers with the very best in training, development and exam support. This series aims to provide you with valuable advice and guidance materials to help you achieve your training...

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  • TDQ: Test Your Knowledge – Answers

    29 June 2019

    As part of our Training, Development and Qualifications (TDQ) series, Professional Paraplanner has teamed up with key training and exam support providers to help you to, amongst other things, revise for your qualifications. Below you will find also the cross-references for the 10 questions in this month’s TDQ: Test Your Knowledge, which we posed...

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  • OUR JULY/AUGUST ISSUE IS LIVE

    27 June 2019

    Welcome to the AWARDS 2019 issue of Professional Paraplanner 15-pages of Awards coverage, including interviews with the winners of the six Paraplanner Awards and selected winners of the Provider awards. CLICK HERE TO GO TO THE MAGAZINE For our Paraplanner Profile, Rob Kingsbury talked to New Paraplanner of the Year 2019award winner Alana Quinn, who...

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