Jessica Tasman-Jones is news editor at Portfolio Adviser and covers fund selection, asset allocation and portfolio construction for intermediaries, as well as industry news and regulation. Previously she has held roles covering the fund selection and financial advice industries at Fund Strategy and Money Marketing, and the family office industry at Campden Wealth. Before moving to the UK in 2012, she worked as reporter for Fairfax Media in New Zealand.
Standard Life offshore bond survives sale to closed book firm

Companies | 24 Jul 18

Duration raises mis-selling risks in bond-heavy portfolios

With interest rate rises looming, duration concerns are now becoming more tangible and many commentators are wondering if a bond mis-selling scandal awaits low-risk portfolios full of bonds.

Sipps among most upheld complaints, reveals Ombudsman

Europe | 23 Jul 18

Gina Miller takes action against FCA over Mifid II silence

The UK’s Financial Conduct Authority has been taken to task for a lack of transparency over its enforcement of Mifid II rules around costs and charges by Gina Miller, co-founder of wealth management firm SCM Direct.

Getting Under the Skin of Pension Transfers – the importance of explaining risk

Investment | 18 Jul 18

Income portfolios jump up the risk spectrum

Intermediaries are being urged to focus on total returns as the low-yield environment pushes income portfolios into higher risk categories.

Best Practice | 16 Jul 18

Seven steps for better platform client outcomes

From banning exit charges to drawing on the platform industry to tackle orphan clients, the Financial Conduct Authority has outlined seven remedies to improve consumer outcomes.

IRS releases Trump 'Apple tax' guidance

Companies | 13 Jul 18

UK funds invest £650m in Trump detention camps

St James’s Place, Neptune and Aviva Investors are among asset managers with £657.7m ($869m, €744m) in three companies connected with US detention camps holding immigrants and their children.