Money Marketing
27 June 2007
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Tories' ex-pension spokesman defects
28 Jun 2007
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Wagstaff quits New Star for Gartmore
28 Jun 2007
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"Rough period" for advice market predicted
27 Jun 2007
Advisers say the FSA’s proposals will lead to a shake up of the industry.
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1,300 Assessors ready for EPCs
28 Jun 2007
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A day at the races
28 Jun 2007
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A new world for investment
28 Jun 2007
Ethical funds have been around for over 20 years but in the last few years green investing, once the dominion of eccentrics or those with a religious bent, has been heating up faster than the Earth, with many major investment houses launching their own ethical funds.
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A quality circle of friends
28 Jun 2007
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A Shaw thing
28 Jun 2007
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ABI produces consumer guide on critical illness
2 Jul 2007
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ABI supports FSA's proposal to limit use of commission
27 Jun 2007
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Acorn Capital Partners/Eurocape - Eurocape II Property Finance
27 Jun 2007
Acorn Capital Partners/EurocapeEurocape II Property Finance
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Adviser Fund Index
28 Jun 2007
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Advisers see no reason for FSA intervention
28 Jun 2007
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Aegon says RDR is opportunity to increase professionalism
27 Jun 2007
Aegon Scottish Equitable has welcomed the FSA’s RDR proposals saying they should boost the professionalism of advisers and give more people access to affordable advice.
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African dawn for HSBC
28 Jun 2007
HSBC's OpenFunds global return fund has invested in a specialist African fund, spotting a low correlation with developed markets and other emerging markets.
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AIFA hits out at RDR proposals
27 Jun 2007
Association of Independent Financial Advisers director general Chris Cummings has attacked the FSA’s use of the ‘Independent’ label in today’s RDR discussion paper.
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All change as Darling gets Chancellor, Hain replaces Hutton and Purnell moves to culture
28 Jun 2007
Prime Minister Gordon Brown has appointed Alistair Darling as Chancellor in a major reshuffle of his Cabinet which also sees work & pensions secretary John Hutton replaced by Peter Hain and pensions minister James Purnell moved to culture.
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All for one and one for all
28 Jun 2007
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Axa Framlington re-opens Luckraft fund
29 Jun 2007
Axa Framlington has re-opened George Luckraft’s £1.1bn equity income fund two years after soft-closing the portfolio to new investments.
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B&CE builds on benefit
28 Jun 2007
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Bancassurers flying in under the RDR
28 Jun 2007
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Banking up wrong tree
28 Jun 2007
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Banks hail return of simple route
28 Jun 2007
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Barry Norris and Oliver Russ
28 Jun 2007
The two founders of Argonaut Capital have exceeded their own expectations massively by breaking through the £1bn barrier just two years after setting up their pioneering boutique business and moving into the Europe sector. Interview by Chris Salih.
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Beacon appoints new marketing manager
3 Jul 2007
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Bee's knees
28 Jun 2007
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Best ideas birthday
28 Jun 2007
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BoE stats show net lending to individuals in May higher than April
29 Jun 2007
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Broker Talkback
28 Jun 2007
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Brokers paying £3.4m in lender call charges per year
2 Jul 2007
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Buena vista social club
28 Jun 2007
There are many myths that are perpetrated in the financial services world and one that has been around longer than many is that clients are in the main not interested in socially responsible investment funds - so-called ethical investments.
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Cabral to manage Norwich corporate bond fund
2 Jul 2007
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Capital Fortune calls on FSA to investigate recent price hikes by lenders
27 Jun 2007
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'Capital pressures to bring more provider investment'
28 Jun 2007
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Charging ahead
28 Jun 2007
Kate Baier looks at how firms might change their charging structures.
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Client relationships will protect IFAs, says Brodie
28 Jun 2007
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Close calls last orders
29 Jun 2007
Close InvestmentsClose Imperial Pub Company 2
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Clouded outlook
28 Jun 2007
Cofunds held its second-quarterly Platform conference, with bond funds as a well-timed topic. Indeed, bonds and interest rates were very much a feature of the week, with minutes of the Bank of England's Monetary Policy Committee disclosing that a further rate rise was only just avoided.
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Compliance consultant offers first comprehensive answers to Retail Review
2 Jul 2007
A leading independent compliance consultant who has advised hundreds of IFA businesses has answered seventy questions posed by the regulator in its discussion paper on the retail distribution review.
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Consumers could be given power to switch off trail commission
29 Jun 2007
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Crashing back down to reality
29 Jun 2007
After spending an enjoyable two weeks off on holiday in Japan, I was thrown into the deep end with the publication of the FSA’s Retail Distribution Review discussion paper this Wednesday.
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Daws to lead anti-money laundering operations at KPMG
28 Jun 2007
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DB Mortgages - Super Light Two Year Fixed Self-Cert
27 Jun 2007
DB MortgagesSuper Light Two Year Fixed Self-Cert
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'Death' forged to escape creditors
28 Jun 2007
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Death of IFA Brian Wilson
28 Jun 2007
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Denne quits Falcon in move to Premier
28 Jun 2007
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Direct channels make inroads
28 Jun 2007
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Dominion Fund Management - Dominion Chic Fund
3 Jul 2007
Dominion Fund ManagementDominion Chic Fund
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E&Y's Crawford flags winners from RDR paper
27 Jun 2007
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Easter says RDR was a wasted opportunity focused on self-promotion
29 Jun 2007
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ECJ backs AIC calls for Vat-free investment trusts
28 Jun 2007
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Eclectica adds agriculture to its stable
29 Jun 2007
Eclectica Asset Management has established the CF Eclectica Agricultural fund, an Oeic that aims for growth by investing in a global portfolio of companies that are involved in or related to agriculture and farming.
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ECU Group predicts rate hike this week but says no need for further increases
3 Jul 2007
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Edeus boosts product range
29 Jun 2007
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Essential oils
28 Jun 2007
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Euro rules to bring unisex pension rates
28 Jun 2007
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F&C targets Sipps with enhanced cash returns
28 Jun 2007
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Fair share
28 Jun 2007
In my last article, I began to examine the principles of pensionsharing orders in divorce settlements, paying particular attention to the ways in which financial advisers can be of immense practical and financial help to divorcing clients, their lawyers and, in passing, the financial adviser firm itself.
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Fidelity claims CAR running on empty
28 Jun 2007
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Fidelity criticises RDR confusion
27 Jun 2007
Fidelity International has criticised the FSAs retail distribution review saying it will lead to further customer confusion and could dilute the label of independent' advice.
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First adviser reaction to RDR
27 Jun 2007
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First three firms achieve corporate chartered status
3 Jul 2007
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Fisher defends Towry's anti-commission stance
28 Jun 2007
Chief executive claims his advisers are 'entrenched in fees' after challenge by Nick Bamford.
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Former WdB chief to lead HNW venture
28 Jun 2007
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FOS pamphlet will spell out reasons for declined claims
28 Jun 2007
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Friends recruiting for wrap
28 Jun 2007
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FSA admits advice shake up will limit middle market access to full advice
27 Jun 2007
The FSA has admitted plans to shake up financial advice will result in less people getting access to full financial advice as it considers using capital adequacy to impose change in the market.
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FSA admits mid market will be hit
28 Jun 2007
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FSA chairman points to regulatory role
27 Jun 2007
FSA chairman Callum McCarthy believes the regulator must take its portion of blame for failing to solve a number of issues in the market that have ultimately led to them publishind the RDR discussion paper.
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FSA research defends role of suitability letter
29 Jun 2007
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FSA says wraps can be regulated by principle
27 Jun 2007
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FSA scrutinises platform share offers to advisers
27 Jun 2007
The FSA says IFAs may face conflicts of interest if they sign up to wrap platforms that offer share incentive schemes.
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FSA warns IFAs against bulk transfer onto platforms
29 Jun 2007
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FSA's Thwaites to join skills council
28 Jun 2007
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FSCP welcomes RDR proposals
27 Jun 2007
The Financial Services Consumer Panel has applauded the contents of the RDR but says the FSA may still need to step in and put an end to commission.
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Gartmore to merge US opps and focus
28 Jun 2007
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Generic guide
28 Jun 2007
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GMAC-RFC makes fourteenth portfolio sale worth £448m
3 Jul 2007
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Godiva Mortgages - Buy To Let Flexx
29 Jun 2007
Godiva MortgagesBuy To Let Flexx
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Growing interest in let to buy mortgages says Wave
2 Jul 2007
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Halfacre takes on partnership role
28 Jun 2007
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Havens and have nots
28 Jun 2007
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HBOS launches new mortgage protection plan
3 Jul 2007
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HBOS pays the price
28 Jun 2007
Samantha Downes reports on how HBOS aims to recover after losing half its share of the lending market.
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Henderson Rowe - Elite Henderson Rowe Dogs of The FTSE 100 Fund
27 Jun 2007
Henderson RoweElite Henderson Rowe Dogs of The FTSE 100 Fund
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Hidden fees lead to GPP misselling fears
28 Jun 2007
Pointon's stark warning - 'We could be looking at the seeds of a disaster'.
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Hip effect boosts market
28 Jun 2007
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Holloway paid 96% of IP claims
28 Jun 2007
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HSBC Investments International - Foundation European Growth Fund
29 Jun 2007
HSBC Investments InternationalFoundation European Growth Fund
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HSBC Investments International - Foundation UK Growth Fund
29 Jun 2007
HSBC Investments InternationalFoundation UK Growth Fund
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Hutton replaced by Hain as work & pensions secretary
28 Jun 2007
Secretary of state for work & pensions John Hutton is expected to be replaced by former Northern Ireland secretary Peter Hain in Prime Minister Gordon Brown's new cabinet.
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IFA welcomes expanded definition of fees
27 Jun 2007
The retention of fund-based commission in the possible models of adviser remuneration is to be welcomed as many advisers struggle to move clients onto a fee paying basis, says Arch Financial Planning managing director Arthur Childs.
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IFAP boss David Elms says advisers are completely capable of moving to fees
28 Jun 2007
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IFP bids for role in policing professional advisers
28 Jun 2007
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IFP claims it is best placed body to develop financial planning
27 Jun 2007
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ifs School of Finance calls for mandatory financial education in school
3 Jul 2007
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IHT planning boosts offshore sector
28 Jun 2007
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IMA warns of over simplifying advice process
27 Jun 2007
The Investment Management Association says the FSA’s proposals in the retail distribution review could over simplify the advice process and could increase the risk of misselling.
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Investec Asset Management - Emerging Markets Debt Fund
27 Jun 2007
Investec Asset ManagementEmerging Markets Debt Fund
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Investor's guide to the orchestra
28 Jun 2007
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Is it time for tontines?
28 Jun 2007
Could tontines be the answer to retirement funding? Chris Salih reports.
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JPMAM follows RDR lead by revamping Oeic pricing structure
29 Jun 2007
JPMorgan Asset Management is reshaping the pricing structure of its entire Oeic range by setting blanket total expense ratios at 18 basis points across its entire fund range.
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JPMorgan supports professionalism, CAR and tiered advice
27 Jun 2007
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Jupiter adds India specialist
28 Jun 2007
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Jupiter opens Jersey office
28 Jun 2007
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Keydata Investment Services - Dynamic Growth Plan 17
27 Jun 2007
Keydata Investment ServicesDynamic Growth Plan 17
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Let it be
28 Jun 2007
At its annual conference last week, the Chartered Institute of Housing claimed that tax relief on buy-to-let mortgages is contributing to the problems faced by first-time buyers and called on the Government to close what it called the loophole that allows BTL landlords to offset the costs of running a rental property, such as service charges, repairs and letting agent fees, as well as mortgage interest. This is also a common theme in letters to the press from frustrated would-be first-time ...
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Let there be enlightenment
28 Jun 2007
Simon Hildrey says the choice of ethical funds has almost doubled within three years as investors become switched on to environmental issues. Despite some decent performance, however, it is clear there is still a certain price to pay for investors to salve their conscience.
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LV= and Tesco joining the protection battle
28 Jun 2007
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Merchant Investors slashes Sipp fee
28 Jun 2007
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Meteor brings out euro plan
29 Jun 2007
Meteor Asset Management has brought out a euro-denominated version of its prima growth plan, a guaranteed equity bond that has an early maturity feature.
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Mike O'Brien named as Minister for pension reform
3 Jul 2007
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Moneysupermarket set for £1bn flotation
29 Jun 2007
Moneysupermarket.com Group has announced its intention to float and is to proceed with an initial public offering of its ordinary shares.
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Monkey business
28 Jun 2007
Hargreaves Lansdown chief executive Peter Hargreaves figures out how the life company gravy train could come off the rails.
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Morgans calls for clear definition of term "fees"
28 Jun 2007
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MPC hires analysts for Ghambir
3 Jul 2007
MPC Investors has appointed two equity analysts in the shape of Steven Robertson and Eng Li Yap to assist Ajay Ghambir in the launch of his new MPC Samsara hedge fund.
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Muddle in middle in war of independence
28 Jun 2007
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Nationwide Building Society calls upon Darling to help homebuyers
28 Jun 2007
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New Star intl property fund now on Skandia and FundsNetwork
2 Jul 2007
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New-found Freedom for Yousefi
28 Jun 2007
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Newton set for Abbey fund move
28 Jun 2007
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Nicoll takes retail firms role at FSA
28 Jun 2007
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Nip and tuck for City Financial Fof
28 Jun 2007
Neptune's multi-manager subsidiary North Investment Partners has completed the transformation of City Financial's UK select alpha fund into a fund of funds by selling all the individual equities that remained in the portfolio.
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Northern Rock shares fall after profit warning
27 Jun 2007
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NU adds online annuity quotes
28 Jun 2007
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NU launches scheme to drive down non-disclosure
2 Jul 2007
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NU removes MVRs from all with-profits policies
3 Jul 2007
Norwich Union says all of its customers’ with-profits policies will be market value reduction free from July 1.
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OMAM poaches Stevens for fixed interest offering
3 Jul 2007
Old Mutual Asset Managers (UK) has grown its fixed income team with the addition of Richard Stevens.
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Only a third to stay in personal accounts
28 Jun 2007
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Open up for business
28 Jun 2007
Protection providers need to win trust by publishing claim figures.
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OPM Fund Management - CF OPM Property Fund
27 Jun 2007
OPM Fund ManagementCF OPM Property Fund
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Opportunities emerge out of Africa
28 Jun 2007
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Out of context
28 Jun 2007
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'Pension watchdog needs more teeth to intervene in takeovers'
28 Jun 2007
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PIMA renamed as TISA from today
2 Jul 2007
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Pioneer launches new IP plan for professionals
3 Jul 2007
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Potential rivals take up the tech gauntlet
28 Jun 2007
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Primary advice is 'proxy'
28 Jun 2007
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Primary advice will be an "off-the-peg suit"
27 Jun 2007
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Protective instinct kicks in at Miton
28 Jun 2007
Miton Optimal is holding more than a quarter of its strategic and special situations portfolios in cash as capital preservation has taken priority.
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Pru targets IHT planners with discounted gift trust
28 Jun 2007
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RDR committee chair Rennison says new General Financial Adviser category should be permanent
29 Jun 2007
Roderic Rennison who chaired the professionalism working group within the Retail Distribution Review says he believes the new category of General Financial Adviser should be a permanent fixture.
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RDR head Bowe writes back to editor of Money Marketing
3 Jul 2007
Amanda Bowe the head of the retail distribution review has written back to the Editor of Money Marketing in response to three letters he wrote to her in the run up to the publication of the retail distribution review.
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RDR main points of advice
27 Jun 2007
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RDR to allow qualification transfer
27 Jun 2007
Advisers could be allowed to carry their qualifications over to the new role of professional financial planner proposed in the RDR if they are directly equivalent.
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RDR will add to confusion, says needanadviser.com
27 Jun 2007
The RDR has fallen short with the FSA yet again failing to define advice levels, says NeedAnAdviser.com director Ashley Clark.
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Regulator is accused of culling firms
28 Jun 2007
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Revolving door to retirement
28 Jun 2007
Bernard Footit, technical support manager for pensions at Canada Life, details some of the alternatives to buying an annuity.
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RICS faces member challenge to legal action on Hips
2 Jul 2007
The Royal Institution of Chartered Surveyors could be forced to call an EGM over its decision to launch a judicial review against the government over Hips, after nearly 150 members have signed a petition calling for the immediate launch of Hips.
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Roaring nineties
28 Jun 2007
Research studies suggest that 90 per cent of performance is driven by asset allocation so why agonise over individual fund selection? Matthew Williams explains his company's strategy.
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Rowanmoor director labels RDR a “disaster for the general public”
29 Jun 2007
Rowanmoor Pensions director of consultancy David Seaton has branded the Retail Distribution Review a “disaster for the general public” despite the fact that the FSA has recognised the importance of factory gate pricing for the IFA community.
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RPS adds a client insurability assessment service for advisers
28 Jun 2007
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Sandler revisited
28 Jun 2007
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Scott says markets facing 20% fall
28 Jun 2007
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Screen test
28 Jun 2007
Clare Bettelley covers the wide green spectrum of ethical investment with clients taking positive or negative views to include firms focusing on improving the environment or excluding businesses dealing in areas such as gambling, tobacco, alcohol or armaments.
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'Share data to reduce churn rate'
28 Jun 2007
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Ship seeks recruit to raise profile of equity release
28 Jun 2007
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Skandia platform kicks off with 900 funds
28 Jun 2007
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Skandia says method of remuneration 'irrelevent'
27 Jun 2007
The independence of an adviser is not affected by commission as the method of adviser remuneration is irrelevant if the quality of advice is good enough, according to Skandia.
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Slow admin hits loan life cover sales
28 Jun 2007
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Smooth Moves
28 Jun 2007
I have a couple of with-profits bonds taken out in 1999. I have read a lot about these in the financial press and guidance on the FSA website. What should I do with these investments?
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Societe Generale Asset Management - SGAM Core Plus Sterling Bond Fund
3 Jul 2007
Societe Generale Asset ManagementSGAM Core Plus Sterling Bond Fund
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Societe Generale Asset Management - SGAM Total Return Bond Fund
29 Jun 2007
Societe Generale Asset ManagementSGAM Total Return Bond Fund
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Solid foundation from Macquarie
29 Jun 2007
Macquarie Bank GroupCF Macquarie Global Infrastructure Securities Fund
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Source of trouble
28 Jun 2007
Establishing where trust funds have come from could save significant amounts of inheritance tax.
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Standard Life reluctant to subsidise generic advice
28 Jun 2007
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Standard says it is safe on commission disclosure
28 Jun 2007
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Stealth fighter
28 Jun 2007
Personal accounts could see the poorest people losing out.
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Support firm offers compliance service
28 Jun 2007
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Survey reveals huge PTA boom
28 Jun 2007
Protection gap widens as IP sales fall and tax relief axed on pension term.
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Swiss Re doesn’t dazzle
3 Jul 2007
Swiss Re could have revealed dazzling news in the realm of shrinking protection gaps, booming income protection sales and critical illness policies being sold left right and centre, in its annual Term and Health Watch report released last week.
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The games people play
28 Jun 2007
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The gate to disaster
28 Jun 2007
Independent advisers must fight FGP or leave the wider market fast.
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The Mortgage Works - Five-Year Fixed 100% Mortgage
3 Jul 2007
The Mortgage WorksFive-Year Fixed 100% Mortgage
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The Mortgage Works - Three-Year Fixed 100% Mortgage
3 Jul 2007
The Mortgage WorksThree-Year Fixed 100% Mortgage
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Thinc chief claims fee debate is red herring
28 Jun 2007
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Thinc opening annuity desk
28 Jun 2007
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Thirty work
28 Jun 2007
In the months preceding the adoption of Ucits III in 2002, some investors were anticipating a wave of new vehicles brandishing their newly acquired investment capabilities.
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This isn't a perfect world
28 Jun 2007
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Threadneedle appoints new senior management team
28 Jun 2007
Threadneedle has unveiled its new senior investment management team with the appointments of Dominic Rossi, William Frewen and Philip Best.
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Time to pack in Hips?
28 Jun 2007
Will Hanley considers the growing uncertainty over the future for home information packs.
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Tiner says FSA should have stuck to guns on depolarisation
3 Jul 2007
Outgoing FSA chief executive John Tiner says he wishes the FSA had stuck to its guns on depolarisation and separated out the cost of the product and the cost of the service.
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Tiner will get 325k gardening leave pay
28 Jun 2007
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Towry Law must lead by example
28 Jun 2007
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Towry Law says RDR proposals not enough
27 Jun 2007
Towry Law says it is 'unhappy' with the RDR proposals to expand the definition of what can be called a fee and says the new arrangements may not go far enough to “clean up” the current system.
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Trade bodies warn Cap Ad changes may be swift
29 Jun 2007
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Two tier regime for insurance as FSA publishes consultation paper
29 Jun 2007
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UBS carves out 130/30 territory
29 Jun 2007
UBS has launched the UBS US equity 130/30 fund, an Oeic aiming for growth and income by investing in US companies using long and short techniques.
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Union calls for investigation into Saga AA merger
28 Jun 2007
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VAT's not the way I like it
28 Jun 2007
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Wagstaff trades New Star for Gartmore
27 Jun 2007
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Was it Black Wednesday?
2 Jul 2007
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Was it Black Wednesday?
2 Jul 2007
So, we’re sure by now you are all sick to the back teeth of the RDR. Or are you? I know we had many a version of DP 07/1 and DP 07/2 kicking around the office last week, the phones were ringing off the hook and we spoke to, hopefully, either most of you or representatives on your behalf about the potential impact to your businesses.
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Which? welcomes RDR proposals
27 Jun 2007
Which? has welcomed the proposals laid out in the retail distribution review saying the current system is failing consumers but it says consumers will need properly informed of any changes.
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Window on the world
28 Jun 2007
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Winning promotion
28 Jun 2007
By the time you get to read this commentary, the FSA's retail distribution review discussion paper should be on your desks.
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Would you credit it?
28 Jun 2007
How fundamental credit research paid off in a deal involving mortgage lender Kensington.
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Young not learning lessons from the old, says Tomorrow
3 Jul 2007
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Zero interest
28 Jun 2007
If a client won't switch to a good credit card deal, they won't read an IDD.
