High Net Worth
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Betsy Waters

Getting the right FX

Once the preserve of the banks and a closed shop of institutional investors, technological advances have opened the currency market to the retail investor

Dunstan Thomas and Ascentric join forces for new Sipp

Dunstan Thomas, an administration and software provider, has struck a deal with wrap platform provider Ascentric to combine the firms’ products.

Dunstan Thomas to launch legacy migration branch

Dunstan Thomas, an administration and software provider, has launched a new FSA-compliant system to help financial advisers fully migrate legacy assets.

Software update to aid pension switching

Failure to explain or justify the cost of consolidating pensions was one of the main causes for concern over pensions switching advice, according to pension software provider O&M Systems.

IFA Life website

IFA Life says social networking is on the increase

IFAs using Twitter and Facebook more, says IFA Life

Independent financial advisers (IFAs) need to know about the etiquette of social networking as the use of the internet as a marketing tool increases, according to a leading IFA website.

Debutante breathes new life into conventional annuity market with online guaranteed pension offering

Hodge Lifetime has launched a guaranteed pension annuity that can be fully accessed online, making it the first small provider to enter the conventional annuities market for 30 years.

E-mail Updates

Poll

Relationships with discretionary fund managers (DFMs) will become more important with IFAs as we move towards RDR.

  • Absolutely. Can't do it myself, so why not get a specialist to manage my investment process?
  • Yes, I intend to use DFMs when they are suitable for specific clients, but not across the board.
  • Not sure. I have mixed feelings about outsourcing the investment.
  • No, I've had bad experiences in the past and I'm not sure I would trust a DFM with my clients.
  • Over my dead body. You couldn't pay me to use a DFM.
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