FT Adviser
WEBFT Adviser is an all-encompassing website dedicated to the financial adviser and financial planner market covering investments, mortgages, pensions, insurance, regulation and other key issues ...
Top 100 Financial Advisers 2020: The top 25 firms - FTAdviser
WEBOct 22, 2020 · 23. Wingate Group. 24. HFMC Wealth. 25. PI Financial. For further information about the list, please contact [email protected] or [email protected] for editorial and [email protected] for ...
Best and worst workplace pension schemes named - FTAdviser
WEBSep 11, 2019 · Silver. -Hargreaves Lansdown. -Salvus Master Trust. - Scottish Widows (GSIPP & Master Trust) -True Potential. Bronze. -The People’s Pension. -The People’s Pension. Asked to not be rated.
How interest rates affect bond prices - FTAdviser
WEBSep 1, 2022 · Bond prices are inversely correlated with interest rates, meaning that when interest rates go up, bond prices go down and when interest rates go down, bond prices go up (see below). According to ...
Consumer duty ‘an extra mile’ on treating customers fairly
WEBSep 28, 2022 · By Sonia Rach. The regulator’s new consumer duty is not the same as its previously introduced treating customers fairly publication, according to complaint management software company Worksmart ...
Twenty7Tec acquires Finplan owner to enter wealth market
WEBJun 14, 2022 · Technology provider Twenty7Tec has bought Bluecoat Software, the owner of Finplan - a client relationship management solution (CRM) used by some 300 advice firms. The deal, the value of which was ...
Who are the FTAdviser Top 20 Financial Advice Firms this year?
WEBSep 29, 2023 · Consumer Duty has been one of the most important challenges and opportunities that advice firms have had to tackle in 2023, according to some of the companies in this year's FTAdviser Top 100 ...
How to make the most of discounted gift trusts - FTAdviser
WEBNov 30, 2021 · A discounted gift trust is an IHT planning tool that you can use to reduce the potential IHT liability for clients who need income and have some investible assets available. Quite simply, a DGT is ...
Majority of Jupiter funds provide value - FTAdviser
WEBAug 2, 2021 · Jupiter Asset Management has found almost 84 per cent of classes in its funds have demonstrated value for investors in the past year. In its annual value assessment report, released today (July 30 ...
FTAdviser
WEBFTAdviser.com is an all-encompassing website dedicated to the financial intermediary market covering investments, mortgages, pensions, insurance, regulation and other key issues shaping the industry
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