Page 6 - Anna Sofat News Today : Breaking News, Live Updates & Top Stories | Vimarsana

Charlotte Richards wonders if fund buy lists are still important MM Meets Caroline Rainbird – The Financial Services Compensation Scheme chief executive talks to Michael Klimes about the lifeboat fund’s busiest period since the financial crisis Features  Social media platforms make investment accessible but also risky, says Charlotte Richards Amanda Newman Smith looks at the financial services cases that have made it to an employment tribunal What’s the right way to run an advice firm remotely? Amanda Newman Smith investigates Special report 

Anna Sofat: What clients think about Covid debt By Anna Sofat 20 th April 2021 7:38 am Estimates suggest that the UK’s Covid debt stands at around £400bn, and we must assume the government will be seeking to recover the deficit through taxation. I say ‘assume’ because neither the recent Budget nor the subsequent Tax Day provided much detail on what this will look like. However, as we know, how clients feel about their financial circumstances is often the driver of their behaviour and decision making, so capturing their mood at times like this is important. W...

20 th April 2021 8:40 am Good morning and welcome to your Morning Briefing for Tuesday, 20 April, 2021. To get this in your inbox every morning click here. Transact triumphant  Advisers placed more than £2bn with Transact during the quarter ended 31 March 2021, which resulted in the platform’s highest ever quarterly gross and net inflows. The platform closed the period with £46.9bn funds under direction. It says this was driven by advisers’ positive reaction to price reductions announced in December last year. In her latest column for Money Marketing, Progeny Wealth associate direct...

Anna Sofat: Will we see a slower pace of life post-lockdown? By Anna Sofat 17 th March 2021 12:43 pm It finally looks as if this state of suspension we have found ourselves in for the past 12 months is nearing its end. Hopefully we will all be able to emerge into what will be one of the most memorable summers in our collective memory. But the government is rightly urging the nation to take a cautious and measured approach as we progress along this road, for fear of falling back again and making the same mistakes as last year. Aside from the medical considerations, ...

If the profession is to attract women clients and unlock their untapped pool of wealth, it first needs to do more to appeal to female advisers. Our investment reporter Daniela Ešnerová examines the issues.