Wealth Management
Wealth managers
Advice firms have raised fears over "systemic mis-selling" through simplified advice and said ongoing regulatory uncertainty has stifled market developments, according to the FCA.
11 July 2014
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2 min read
Wealth managers
The Financial Conduct Authority (FCA) has laid out for firms what it views as the differences between ‘information' and ‘investment advice' - and when information can be advice.
11 July 2014
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2 min read
Investment
Former Apollo partner Tom McGrath has joined Caplain Capital to take the role of chief investment officer.
10 July 2014
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1 min read
Platforms
Zurich has overhauled its platform fee structure and announced a cut in its initial investment charge for all clients.
10 July 2014
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1 min read
Wealth Management
Tim May, chief executive of the Wealth Management Association (WMA), is to hand over the role to Liz Field later this year.
09 July 2014
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Wealth Management
Ashcourt Rowan has posted a pre-tax loss of £2m for the year to 31 March but said it is "on the brink of realising potential value" after a return to profit in the second half.
02 July 2014
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Wealth Management
Revenue at wealth manager and employee benefits business Mattioli Woods grew by a quarter in the past 12 months, latest figures show.
02 July 2014
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Investment
The Retail Distribution Review (RDR) has resulted in a small number of gatekeepers at financial adviser firms, investment platforms, discretionary and wealth managers steering more money into fewer, bigger funds, new research has suggested.
01 July 2014
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1 min read
