16 August 2006
Fidelity is to start paying 0.5 per cent renewal commission on its offshore fund range, saying IFAs are increasingly seeing offshore funds as mainstream investments.
It is increasingly rare for there to be real innovation in our markets today, with replication the leading force. That is just one of the reasons to welcome Advantage's new shared equity product - that is not what the firm calls it but that is what it does so that is what we will call it.
The Association of Mortgage Intermediaries has launched its latest factsheet entitled Financial Promotions for sub-prime or non-conforming mortgage products.
Borrowers on tracker mortgages have already seen their monthly payments rise after the Bank of England's quarter-point increase in base rate.
The Financial Services Compensation Scheme compensates customers of insolvent financial services firms. It gives customers confidence that most of their capital is secure and so helps encourage saving and investment. It has a small staff and resolved nearly 26,000 cases last year.
Will the menu be more useful to your clients after non-advised sales are stripped out of the market-average commission calculations?
The March 2007 deadline has concentrated minds on incorporating the TCF principles in business
Fidelity FundsNetwork has unveiled significant enhancements to its online PortfolioPlanner tool for advisers.
Threadneedle head of UK equities Michael Taylor and his team have produced very good results over the past year. Two of their seven UK funds are high up in the top decile while all the other funds are in the first quartile or high up in the second quartile.
A no sale, no fee home information pack has been set up to try to prevent a slowdown of the housing market.
Prosperity doth bewitch men, seeming clear, as seas do laugh, show white, when rocks are near."
May's correction has shaken out nervous investors while opening up long-term global prospects
Schroeder managed balanced could fill the gal for a pension fund for Sipps, featuring a risk management system and the manager with the incentive of parents and friends invested
Pensioners have seen an average rise of 34 per cent in the cost of the goods and services they purchase, in the last ten years, says new research from Clerical Medical.
I want to provide my employees with a competitive benefits' package. What can IFA do to help me and how can I make sure there is minimal disruption to my business?
Although there has been a marked increase in market volatility, the big picture of late is that there is not any discernible trend and markets are trading off each rumour and data release.
Opposing statements from HMRC have increased confusion over the application of the 'not less than premiums paid' rule
It has often been said that our "regulator" phoenixes itself from previous liabilities. The FSA, for example, would have you believe that it only came into existence following Government legislation and the FSMA.
At a dinner last week, a very successful adviser said to me "a good adviser never needs to compete on price".
There has been a vigorous debate over the past few weeks on the FinServ forum on the future role of wrap accounts in our industry.
How disappointing but not surprising to see the Association of British Insurers drop its review on the payment of commission.