14 December 2005
The sins of commission have unfairly earned a bad name for IFAs and may have deterred consumers from seeking their advice
Barclays Global InvestorsiShares MSCI Brazil
Our great expectations are again dashed as few significant reforms have emerged
The benefits of the wrap proposition have been overblown
Calculus Capital, which established the first Inland Revenue approved EIS fund in 2000, has brought out the Calculus Capital EIS Fund 2006.
Fidelity's superstar Anthony Bolton has been hiding his light under a bushel.
Brown put his foot down on Sipps - now we need to reach those who need help
This week by Money Marketing features editor Philip Scott.
What a bizarre last few weeks we have had. After spending months explaining to clients that it may not be in their best interests to put their homes, racehorses, bling or exotica into a Sipp, in one fell swoop, Gordon Brown takes the option away by introducing a one-off tax charge equivalent to 40 per cent if these types of assets were placed in a pension.
Fidelity FundsNetwork has brought out a new investment bond, designed by Standard Life, with a limited launch offer of a 2 per cent enhancement to allocation rates.
Six months after depolarisation, apathy has struck the market. Many IFA firms have found ways around the rules to maintain their existing status and have not made proactive steps to improve their business structure to reflect the needs of clients better.
European Commission rebuffs bid to minimise directive impact on IFAs
Clerical Medical retirement planning manager Steve Meredith says the new year brings important pension opportunities with the end of carryback and basis years
The Turner report, rumoured to have cost the Government well over 5m, was definitely not value for money. Not only did the report contain anything new but the outcome was more unsatisfactory than ever.
Pension guru Bee believes that most people auto-enrolled in NPSS would fall into a tax trap
HSBC is planning to sell the Dublin-based manager of managers' platform it acquired through its takeover of the Bank of Bermuda in 2004.
Fund of fund specialist Iimia has made a £4m investment into the new Japan income investment trust from Morant Wright Management, the London-based boutique specialising in Japan.
The new disclosure provisions are intended to keep HMRC on the front foot with regard to tax-avoidance plans
I know the Chancellor's pre-Budget report was comprehensively covered in this august journal but I cannot let the changes to Sipp rules go unremarked.
In the first article of a series, Sesame head of propositions and commercial development Alastair Conway puts his view that IFAs need to rethink just what clients want
Last week's unprecedented U-turn on Sipps came as a shock in view of persis-tent Treasury denials that it was plann-ing to change the new pension rules.
The development of higher-performance target funds is a reaction to a number of developments in the fund management industry. These include competition from hedge funds, recognition of the need to price alpha and beta differently and an attempt to increase margins in an industry where cost control has been problematical. But these new funds are not necessarily a win for investors.
New Star is joining the gold rush and holding the Merrill Lynch gold & general fund across its fund of funds range.
The chief executive of JO Hambro believes boutiques now face a growing challenge with bigger companies finally responding to the threat of small start-ups but in three years her firm has grown dramatically but she says the business is still climbing and has not yet reached base camp. Interview by Nicola York.
Andrea Tryphonides looks back at a turbulent year on the mortgage front.
Nicola York finds that firms believe Adair Turner missed a chance to consider equity release for pension income
Chancellor Gordon Brown's dramatic U-turn on property Sipps caught many by surprise despite the growing political and economic pressures on the Treasury to reassess the policy.
Matt Davis rounds up a year of strong investment performance
At this time of year, Money Marketing traditionally asks advisers how the year went.
Big market moves have made Japan an exhilarating ride this year but where is the market heading?
In my next two articles, I intend to look at the future prospects for equities. My aim is to arrive at a justifiable projection of likely medium and long-term rates of return.
It's time to seize back the pension agenda from the Government
Why are people not saving more? Just look at the statistics on personal debt
Liverpool Victoria's All-in-One investment bond is the most transparent of all the new types of with-profits bond. It is really a combination of a with-profits bond and a traditional unit trust.
IFAs could face misselling allegations after the Chancellor's U-turn