15 February 2006
Nicola York says there is optimism that Isa fund sales will finally start to bounce back this year
Aberdeen Asset Managers Private EquityAberdeen Growth Opportunities VCT - C Share Issue
Ultimately, the ABI has decided that financial advice is not needed in a national pension model
Sonia Speedy examines the complicated nature of with-profits investments, which is being blamed for the lack of ongoing advice to policyholders and has led to the announcement of a new investigation by the FSA
Adviser Fund Index editor James Teasdale sets out the aims of a new series of performance indices
Fund of hedge fund mana- gers can significantly reduce risk within their holdings by investing on a segregated or managed account basis, according to the Edhec Risk and Asset Management Research Centre.
Annuities Just Retirement chief executive Mike Fuller says the challenge for the industry is to change the public's perceptions about annuities and make them under-stand the effects of increasing longevity and the benefits of shopping around providers to get a better deal
Some people have made up their minds and already identified potential alternatives'
Three additions to the AFI will help everyday investors understand indices
BarclaysGuaranteed FTSE Tax-Free Account
Glasgow Investment Managers is a highly successful investment trust group based in Scotland whose income trust has outperformed the FTSE All Share index over one, three, five and 10 years.
Fund managers differ over role of emerging markets
Bristol & WestMinimum Return Bond
Endowment Justice director Marianne Fitzjohn says that claim management firms came out if the vacuum for consumer legal services with life insurance companies trying to discourage compensation claims
Amanda Newman looks at the strange continuing presence of extended tie-in mortgage deals
Advice still needed for loans from housing groups and local authorities'
One of the great communicators was Sir Bernard Ingham the press secretary to Mrs Thatcher, the title of his autobiog-raphy, Don't Shoot The Messenger, pressed home the fact that responsibility for communication rests with the originator and not the deliverer.
This week by Annie Shaw, editor, retail markets, for compliance portal website Compliance Online
Coventry Building SocietySelf Cert 5.1% Fixed to 31 05 08
Cost should not be the priority in drawing up a workable pension scheme for the UK
NAPF sets out scheme using super-trusts while IMA calls for independently run default fund
When the Personal Finance Society was created 12 months ago, we set the commencement of a consumer briefing programme as an objective for the end of 2005.
Fidelity InternationalGlobal Property Fund
Last week's decision by Close Finsbury head of distribution Stuart Alexander to turn away fund of fund investors from the firm's 900,000 technology fund re-ignited the heated debate about the relationship between an increasingly powerful sector of the investment market and individual fund providers.
The Government's admission that only one company out of the 70,000 employers who have failed to abide by the stakeholder regime has been prosecuted raises serious questions about how a potential NPSS would be policed and the costs of doing so.
Standard Life pension chief asks: 'Do the FSA expect us to sell nothing over the next few years?'
The eventual regulator of the claim-chaser sector will have supervisory powers where finance is provided by claim firms for the purpose of the claim. This is typically where expensive after-the-event insurance is sold with a loan provided to cover the cost.
In the third of a series of articles, Sesame head of propositions and commercial development Alastair Conway looks at how advisers can respond to the squeeze on revenues by trimming the least profitable prospects out of their client bases
IFA Consortium co-founder Tim Sutcliffe explains to Samantha Shaw the advantages of pooling knowledge and expertise
A look at the key issues facing the pension sector as they search for recruits
House prices have risen for the third consecutive month, reports the latest housing market survey from the Royal Institution of Chartered Surveyors.Nine per cent more chartered surveyor estate agents confirmed a rise in prices than a fall for the thre...
Ibis CapitalIbis Media VCT
Icon asset ManagementIcon Asset VCT
The debate surrounding the Turner report has plumbed new depths of political cynicism.
Aaron Clarke Group managing director Keith Page says interim managers can be a godsend for companies which are plan-ning a new venture or a merger or acquisition but their position in the set-up must be fully explained to avoid conflict with the existing workforce
In two weeks' time, the 2006 IFA Events Roadshow season kicks off. This year, the inaugural jamboree will take place in Glasgow at the Scottish Exhibition and Conference Centre. With the Isa selling season expected to prove more robust than for some time, I have high hopes that this year will see an excellent turn-out of advisers specialising in investments.
Average salaries in the capital are 75,744 but other regions are not far behind
HSBC Investments' managing director (sales and marketing) says there is a lack of clarity about what the firm stands for and his task is to build up its brand in the UK retail arena with the aid of a close-knit team around him from his days at DWS. Interview by Matt Davis
Advisers face difficulties in checking whether additional cover falls under new or old policy terms
The importance of recruiting an adviser who matches your firm's ethos
Star manager styles are far from homogenous, which is why style-blending in multi-manager funds will maximise returns and smooth volatility.
Aegon chief suggests that generic advisers could make up 40% of a future advice sector
Less than half of people know their overall financial worth and only 15 per cent know where their savings are invested, says new research from Standard Life.
Who would you put your trust in more out of a straight choice between Stephen Haddrill and Mick McAteer?
Helen Monks says firms are facing a succession crisis but are equally reticent about spending thousands on recruits if they then jump ship once they are fully trained. She looks at the recruitment strategies of two companies - Park Row and Hargreaves Lansdown
The fledgling Polish finance industry is a reminder of our lost core values
Portman Building SocietyTwo-Year Fixed With Tracker
Pension term assurance Lifesearch head of protection strategy Kevin Carr says PTA arrangements can prove too complex for many consumers
James Salmon says there is uncertainty over how far the FSA can go in adapting Mifid to suit the UK
Pessimism over the future performance of commercial property appears to be premature
Schroders' multi-manager team is reducing its emerging markets exposure to Latin America and Eastern Europe as it believes they will be overtaken by Asia this year.
Scottish WidowsGuaranteed Investment Bond
Standard Life InvestmentsDynamic Distribution Fund
A client is puzzled by the difference between fund supermarkets and wraps
The run-up to A-Day presents an opportunity for some client groups to add substantially to their pensions
For as long as I have been writing about technology in this industry, it has been apparent that consolidation among software suppliers would be a major benefit for advisers. There can be no doubt that the sheer number of adviser system providers has diluted the quality being delivered.
One of the key uncertainties for tax planners is just what is and is not acceptable to HMRC
Statutory regulation has had some negative consequences for the industry
Our panel consider how the NPSS can operate without advice and say pension firms must stop the churn for long-term profitability
IFS head of faculty financial regulation Mark Roberts on why clients need clarity in the run-up to A-Day
Nicola York talks to IFS president Bruce Carnegie-Brown about qualifications and the body's future goals
Deal could signal a sea-change in the way advisers do business and offer first genuine straight-through process'
Solicitor accuses FOS of 'gross lack of consistency and quality in decision-making'
WoolwichOpenplan 10 Year Flexible Fixed Rate