Speaking at Objectway’s OWIN conference, IDC associate research director Thomas Zink said digital adoption in the wealth management community had been strong in business optimisation functions, reducing costs through streamlining processes, but...
The regulator says it had reviewed 84 potential closet tracker funds by the end of 2018, requiring managers to make it clearer to customers how constrained they are in 64 cases. The...
Publishing its first set of findings since it was appointed by the FCA to investigate the investment consultancy sector, the market watchdog says fiduciary management fees are less clear than advisory fees,...
The LifeSight master trust, which launched in 2015, now has 50,000 scheme members in the UK and a total of 100,000 members across five countries - the UK, Belgium, Germany, the Netherlands and...
The second biggest regret for people of working age was not making a financial plan, a concern for 14 per cent, while 12 per cent wished they had been more engaged and...
Advisers are understood to be worried that service levels could fall now they are being administered by Phoenix, with some pointing to their own experiences of poor service following its acquisition of...
Crafter, who will be based in Boston MA., will be responsible for distribution efforts worldwide. He was formerly head of Asia Pacific at SSGA. Crafter spent five years heading up the Asia...
Jardine Lloyd Thompson (JLT) has bought SME broker Chartwell Healthcare to create a £200m premium PMI and group risk business. Chartwell is headquartered in Bristol and has 50 employees, specialises in private...
Ben Pollard is the founder and managing partner of Smarterly, the investment platform that targets workplace savings with what he describes as a data-driven yet user-friendly approach. The platform has Staffcare founder...
Standard Life Aberdeen has announced the sale of its workplace pensions business to Phoenix Group just days after the collapse of a proposed merger with Scottish Widows had been announced. Standard Life,...
