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LATEST ADVISER NEWS

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Getting to grips with SMCR

The Senior Managers and Certification Regime (SMCR) takes effect for FCA Solo Regulated Firms later this year, including advisers, and its reforms are wide-ranging.

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We need to talk about… fund structure

The suspension of the Woodford Equity Income Fund in June shone a spotlight on several different aspects of the investment management industry.

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Niche marketing: Five tips for getting started

Niche marketing is a simple yet effective idea. Done well it can deliver great results and for relatively little cost.

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Top sellers for June 2019

To help you see what other advisers are buying on behalf of their clients, here’s the Top 20 most popular funds sold on our Funds and Funds Plus investment propositions.

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Welcome to your new Alliance Trust Savings

In October last year we announced that our then parent company Alliance Trust PLC had agreed the sale of Alliance Trust Savings (ATS) to interactive investor.

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Top sellers for May 2019

Many of our Advisers have told us they are interested in knowing what others are investing in on the Alliance Trust Savings platform.

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Financial futures are changing: A time of opportunity?

Inheritance tax planning may be what springs to mind when it comes to conversations around the passing on of wealth to younger generations.

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The PROD rubber is about to hit the road: Are you ready?

The FCA’s Product Intervention and Product Governance Sourcebook (PROD) came into force alongside other MiFID II provisions on 3 January 2018.

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Talking to clients about ESG investing

There is a growing school of thought that investing in companies with an emphasis on sustainability and making a positive ethical impact, can also help drive sustainable, long-term returns.

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