News by: Tim Cooper
Markets
Advisers warn RDR could distort structured products market
Not classifying them as investments, the regulator is excluding structured deposits from the RDR. However, Mifid proposals under discussion mean they might ultimately be covered.
Adviser Profile: Jersey's Wealth Financial Planning
Nick Carter and Ryan Lewis have built up recurring income quickly at their small, young firm, Wealth Financial Planning Jersey, eager to give themselves more time to indulge their adventurous pastimes.
Adviser Profile: David Crozier has steered Navigator Financial Planning back on course
David Crozier has put Navigator Financial Planning back on the map as a small, nimble firm after a merger with European giant MLP unexpectedly misfired and, with Catherine Greeves back on board, is growing the business.
Adviser Profile: Craig Palfrey is getting Penguin Wealth ready to fly the nest
Craig Palfrey has been racking up Penguin Wealth’s accreditations and specialist skills with the long-term aim of achieving independence from its parent company.