AXA Wealth Elevate, AXA's platform arm, has expressed concern that some platforms will bulk transfer client holdings into clean share class versions of funds and believes the move could risk leaving customers disadvantaged.
Financial Planner magazine, the official monthly publication of the IFP, has been named by delegates on the PIMS intermediary conference as the second most read monthly industry magazine.
The Financial Conduct Authority has fined AXA Wealth Services Ltd £1,802,200 for failing to ensure it gave suitable investment advice to its customers.
Analysis from Prudential reveals the South West England as the most popular place to live in the UK for retirees, with more pensioners per head in Christchurch, Dorset than anywhere else in the country (see tables below).
The Association of Private Client Investment Managers and Stockbrokers (APCIMS) is planning to rebrand to better reflect the services its members offer.
Martin Lewis, the creator of MoneySavingExpert.com and a campaigner for financial education in schools, is jubilant that personal finance will be taught in all maintained secondary schools from September 2014.
Alliance Trust Savings, a provider of Sipps, Isas and shardealing, has reported assets under administration on its i.nvest platform have reached £5 bn following a sustained period of inflows since the start of the year and continuing adviser interest.
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