News

RSM Tenon head of wealth management John Porteous has outlined the three worries keeping him awake at night as he steers the business through a challenging environment for UK financial services post-RDR.

The Consulting Consortium (TCC) has acquired compliance provider Swaines.

Financial planning business Informed Choice is overhauling the way it charges clients after admitting it had under-priced the advice element of its offering.

Even affluent households are concerned about generating sufficient retirement income according to research from Close Brothers Asset Management.

The Financial Conduct Authority (FCA) will resume its prohibition case against a proprietary trader following a court's decision to grant the regulator's appeal.

St James's Place (SJP) took advantage of a "dislocation" in the advice market caused by regulatory upheaval to grow adviser numbers by more than 6% in the first half of the year, its CEO David Bellamy has said.

J.P. Morgan Asset Management (JPMAM) is offering structured continuing professional development (CPD) to advisers through bespoke meetings with its sales managers.

UK retail investors pulled a record amount from fixed income funds last month as yields spiked on fears of an end to US QE, latest IMA figures reveal.

A Berkshire-based IFA is in the process of building an execution-only offering for existing clients with investable assets of £50,000 or less, but who no longer want to engage with the firm's advice process.

Jon Ingram, manager of the £139m JPM UK Dynamic fund, picks five sectors he expects will continue to perform well during the equity rally, and selects his favourite stocks from each.