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News

Robo-adviser launches in Switzerland

Companies | news 5 Jul 18

Massive differences uncovered by robo adviser secret shoppers

European robo advice operators have been severely criticised in a report which found fees obscured as well as “inexplicable” portfolio and performance differences.

DFM behemoths blamed for widening trust discounts

Investment | news 4 Jul 18

DFM behemoths blamed for widening trust discounts

Wealth managers have been accused of rapidly moving away from the investment trusts sector creating wide discounts in some parts of the market.

Companies | news 4 Jul 18

Capacity issues loom as adviser client numbers soar

As UK advisers continue to experience increased demand for their services, capacity issues are hitting home for some, wrap platform Nucleus has warned.

Industry | news 4 Jul 18

UK not banning unregulated Sipp investments

Despite admitting concerns about scams, the Financial Conduct Authority has confirmed that it is not currently considering barring unregulated or non-standard investments from inclusion in self-invested personal pensions (Sipp).

Moneyfarm to expand advice offering on £40m investment

Companies | news 4 Jul 18

Mattioli Woods cites PI costs for pension transfer exit

UK-based Mattioli Woods has blamed the increasing costs of professional indemnity (PI) insurance for its decision to exit the pension transfer market.

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Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.