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AIM-listed national IFA fails to find buyer after sale process

Frenkel Topping now ending its formal sale process.

Aviva eyes with-profits overhaul to rival PruFund range

The insurer is planning to launch a similar retirement income product to Prudential’s hugely popular range of with-profits funds.

Five areas where advisers are falling short on suitability

An FCA review of risk assessment has revealed a reliance on risk profiling tools, a failure to consider why a client wants to make a financial decision, and disclosure deficiencies.

Platform entrant Hubwise caps fees at £40 for assets over £240k

The platform has introduced a cap to its pricing structure in a push for more 'activity-based' charging.

Adam Carolan: What I've learned by charging fixed-fees (so far)

Xentum director Adam Carolan has started charging fixed fees. Here he explains why he has decided it is the best way to charge, and why it isn't easy.

How advisers have turned retirement asset allocation on its head

Increased life-expectancy, greater pensions flexibility, and the need to keep working into older age: the retirement world has moved on from when the Beatles were in their prime.

Stephanie Flanders to leave JP Morgan for Bloomberg

Former BBC economics editor and chief market strategist at JP Morgan Asset Management will lead a new economics desk at Bloomberg in October.

CEO tapes 2: the right way to pay fund managers

In second part of our latest CEO series, seven fund bosses lift the lid on how they pay managers.

Equilibrium in a league of its own with fantasy investment challenge

Equilibrium Asset Management ran a fantasy investment league with a local school.

How to advise the next generation of female clients

Narrowing your target audience to just women may sound an unwise strategy. But the next generation of women may need a different approach when looking at investing.

Video pick
Play CEO tapes 2: the right way to pay fund managers

CEO tapes 2: the right way to pay fund managers

In second part of our latest CEO series, seven fund bosses lift the lid on how they pay managers.

2 Comments Play Clive Woodward: How planners can reach peak performance

Clive Woodward: How planners can reach peak performance

In the latest of our exclusive videos, former England Rugby manager Clive Woodward explains the secrets behind boosting performance and cultivating the right attitude.

NMA Profile
Adviser Profile: Simon Landale of Lycetts

Adviser Profile: Simon Landale of Lycetts

Simon Landale is aiming to make charity-owned Lycetts the most ethical IFA in the country, drawing on a huge database of potential clients and attracting socially minded staff