News
FCA keeps ‘unsuitable’ DB transfer assumption
The Financial Conduct Authority (FCA) has backtracked on a proposal to change its position that an adviser should assume that a Defined Benefit (DB) pension transfer is “unsuitable” for a client.
Investment | news 26 Mar 18
Ticking time bomb for advisers outsourcing investment
Markets are creating a ticking time bomb for advisers outsourcing investment business to discretionary investment managers under the agent as client model with a downturn likely to highlight shortcomings that have previously been ignored.
Tax & Technical | news 26 Mar 18
Adviser rapped for misleading tax scheme ad
A financial adviser who ran adverts for a scheme promising to avoid at least 60% of a stamp duty bill, has been slammed for being misleading.
Miton Optimal to offer DFM services in Singapore
Cape Town-based Miton Optimal, a discretionary fund management specialist firm, has received a full capital markets licence from the Monetary Authority of Singapore.
Fixed Income | news 23 Mar 18
Surging green bond market suffers diversification problem
A letter from Insight Investment calling for greater green bond issuance from banks highlights the lack of depth in the green bond space, despite the market growing significantly over the last year and the first green bond funds reaching their three-year track record.