Wealth managers

Asset Managers

FCA to cut fund manager and adviser levies

Savings made across the board

clock 05 April 2016 • 2 min read

Wealth managers

Buyers flag key man risk concerns despite asset manager action

Follows departures of high profile 'star managers'

clock 22 March 2016 • 2 min read

Regulation

Gosling's Grouse: The dangers of a 'lost generation' in the advice gap

"I am not worried about the tax, it is not like it was my money in the first place. I will pay the tax and then buy a flat in Tenerife, which will keep me going for my retirement".

clock 22 March 2016 • 2 min read

Regulation

FAMR: Call for change to 'regulated advice' definition

FCA announced review last August

clock 14 March 2016 • 5 min read

UK

Peaks and troughs: How did asset managers perform in 2015?

Tough period for financial firms

clock 18 January 2016 • 1 min read

Wealth managers

FCA finds 60% of wealth managers' portfolios close to unsuitable

'Substantial' improvements needed

clock 09 December 2015 • 2 min read

Regulation

SJP to exit Investment Association amid trade body cull

Not providing value for money

clock 08 December 2015 • 1 min read

Wealth managers

Tilney Bestinvest accelerates financial planning push with acquisition

Wealth manager agrees to buy Midlands firm

clock 26 August 2015 •

Wealth managers

Govt and FCA launch major review of financial advice market

A major review into consumer access to the financial advice market has been launched by HM Treasury and the Financial Conduct Authority (FCA).

clock 03 August 2015 • 3 min read

Wealth managers

Charles Stanley FUM rises 3% as suitability review concludes

Charles Stanley saw total funds under management and administration increase from £20.1bn to £20.8bn for the year to the end of June.

clock 31 July 2015 • 2 min read
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