Partner Insight: Flora Maudsley-Barton, managing director of Parsonage Financial and Kerry Nelson, managing director of Nexus Financial met in London recently to discuss what tools are used for outsourcing.
Partner Insight: Flora Maudsley-Barton, managing director of Parsonage Financial and Kerry Nelson, managing director of Nexus Financial met in London recently to discuss the topic of costs and client planning.
Follows acquisition of Alliance Trust Investments
Partner Insight: Andy Bennett, director of Hartcliff Financial Planning and Serena Van der Meulen, director at Van der Meulen Associates met recently to discuss the topic: 'Adviser approaches to outsourcing.'
Offers fund selection and asset allocation
Ping An Asset Management
Interviewed 12 executives from the top 50 wealth management firms in the UK
Bill Salva, global business development manager of Goal Group, looks at possible solutions as approximately £13.2bn of investors' rightful returns from foreign shares and bonds are lost because withholding tax on dividends and income is not being fully...
FCA review focused on platforms
The Financial Services Authority (FSA) is warning asset managers that outsource activities to external service providers to exercise "care and diligence" when entering into any arrangement, and to ensure they have a "robust" exit plan should something...
Asset management firms outsourcing parts of their investment process may be abdicating their responsibility to the consumer, according to the FSA.