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CNBC Squawk Box July 14, 2024

Shanghai and tokyo were moderately lower the nikkei finished down by almost 0. 9 . The shanghai was down by twothirds of a percentage point. This comes as we were getting manufacturing data out of china showed theyre still contracting. It was better than anticipated the number was 49. 7. That was better than the 49. 6 anticipated. Still below 50 in hong kong, the hang seng was down 1. 3 . Trading was cut short there because of an impending tropical storm. Markets were normally close at 4 00 p. M...
New York United States Hong Kong France General Brian Point Al Qahirah

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Why platforms must evolve or die | Money Marketing

Some advisers are getting nowhere near what they expect from their chosen platforms. Variations of โ€˜I just want something that worksโ€™ are not uncommon, alongside complaints about being unable to speak to someone over the phone, unreasonable delays and an over-reliance on manual processes in the digital age.
South Gloucestershire United Kingdom Heather Hopkins Finn Houlihan David Ferguson Barry Neilson

Is it worth being chartered, certified and a Fellow of the PFS?

Advisers in the early stages of their careers may have questions about the higher professional qualifications that cannot be answered by looking at the exam bodiesโ€™ websites. Some may be wondering if it is worth gaining chartered, certified or both designations.
United Kingdom Andrew Elson Shutterstock Jirsak Finn Houlihan Insurance Institute Institute For Securities

Wealth manager enters DB market with TVAS acquisition

Wealth manager enters DB market with TVAS acquisition By Michael Klimes 7 th April 2021 6:00 am Wealth manager Arlo Group has entered the defined benefit market with its acquisition of Purely Pensions. Purely Pensions will remain directly authorised and offer transfer value analysis report writing to third parties, among other defined benefit services. Arlo Group also has an international advice arm that is split between UK clients and non-domiciled individuals. The ...
United Kingdom Finn Houlihan Carlo International Carlo Group High Court Jonathan Hives

The Morning Briefing: Coaching comes to the fore; DB dalliance

The Morning Briefing: Coaching comes to the fore; DB dalliance By Justin Cash 7 th April 2021 8:31 am Good morning and welcome to your Morning Briefing for Wednesday, 7 April, 2021. To get this in your inbox every morning click here. Coaching Comes To The Fore We have heard a lot about the value of coaching for advisers in recent years. The argument goes that in the post-product, planning-focussed age, being able to understand your clientโ€™s emotions, how they feel ...
United States United Kingdom Dunstan Thomas James Hay Rodney Sloan Lex Greensill

The Morning Briefing: MPs want answers on Woodford probe

19 th February 2021 7:46 am Good morning and welcome to your Morning Briefing for Friday 19 February, 2021. To get this in your inbox every morning click here. MPs demand answers on Woodford probe Treasury select committee chairman Mel Stride has said the FCA should set out a timeline to complete its Woodford investigation. The watchdog has confirmed it started the investigation into the Woodford Equity Investment fund the same month it was gated in June 2019. The FCA is also reviewing the ac...
United Kingdom Sonia Rach John Vail Mel Stride Philip Howell Keir Starmer

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