17 June 2010
James Smith spends 10 minutes talking to HBSC’s open global return fund manager Jon Rebak.
Gilliat Financial Solutions warns tax legislation in the emergency Budget may see huge changes for the structured products industry.
Paul Farrow says the CGT hike could force people to make bad investment decisions.
Panellists slam providers which making profits from the interest paid on cash accounts held on platforms.
Henderson head of retail fixed income believes corporate bond funds are now priced attractively despite money leaving the sector.
The single most important challenge that the new Government faces is obviously to manage the public finance deficit.
The European Union has announced it will publish stress tests of major European banks next month amid confusion over their exposure to theeurozone crisis.
Platform says it would offer a full breakdown of all rebates it receives but disclosure would have to be made mandatory across the industry.
Chris Gilchrist says we are all GDP growth addicts who prefer to ignore change at all costs.
CMS Cameron McKenna financial services team associate Mez Raja says the FSA’s £33.3m fine against JP Morgan sends a zero tolerance message to senior management of firms over client money breaches.
At least two platforms are believed to be receiving inducements from fund firms in exchange for making it on to their preferred fund lists, say experts.
“It is probably fair to say Olim UK equity is a fund name that few people recognise but this is a solid UK equity income team looking in both traditional and less traditional areas of the market.”
Rob Reid says CEOs of networks and adviser businesses must be as qualified as the advisers who work for them.
Former Whitechurch Securities sales rep has entered the Big Brother house in the final series of the reality TV show.
Iain Stamp defends the firm’s geared traded endowment policies and says FSA caused firm’s liquidation due to “misguided” investigation.
Chris Cummings says Government should consider merger when FSA becomes part of the Bank of England.
PFS president and Smith & Williamson national head of financial services believes IFAs should be regarded as a professional no different from a lawyer or an accountant and as RDR looms.
Advisers call on FSA to ensure advised and non-advised platforms have a level footing for regulation.
“Given the bad news that investors have had to contend with recently, the tone in Scotland was remarkably upbeat.”
Nucleus has committed to allowing Skandia access to its rebate information after initially refusing to disclose the payments it gets from fund firms.
“Mind your Mulberry there, the ground is a bit wet.”
Handbook for IFAs looking to team up with the Citizen’s Advice Bureaux and offer pro bono financial advice.
Thinking about clients at times of change such as the emergency Budget will definitely have its rewards.
Rob Clifford says brokers need to look at how social media can benefit their businesses in the tough economic climate.
Introduction of Ucits IV could see hundreds of job losses in the UK asset management industry.
What are the top exam success factors? Patterson Audio are conducting an online survey to identify the learning methods or study characteristics that are most associated with successful completion of the Diploma exams.