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8,000 advisers read JPMAM survival guide in first few weeks

JPMorgan Asset Management’s IFA survival guide has been requested or downloaded by over 8000 advisers in the first few weeks of its launch.

The research document collates the concerns of over 200 advisers regarding the changing regulatory environment.

In the document, Surviving the Storm: opportunities for investment advisory firms in a changing market, JPMAM addresses adviser concerns in light of the Retail Distribution Review and the upcoming introduction of Mifid.

JPMAM says the research is the most comprehensive and in depth of its kind and offers a practical and sensible way for advisers to retain and sustain their businesses in the future.

JPMAM head of UK sales Jasper Berens says: “We are delighted with the response we are getting from our clients which I feel is a testament to their ongoing attitude towards future regulatory reform. Though regulatory and commercial changes within the industry are inevitable in the coming years, we firmly believe that those firms that are willing to adapt can prosper and not falter as has been predicted.

“We are committed to working closely with our clients to help them and us deliver the very best results for clients in the future.”


The conflict conundrum

Financial advice Jan Regnart, chief executive and David Baker, legal director, of wealth management company Wealthtime ask whether IFAs can ever really justify recommending Sipp and wrap firms in which they have a financial interest

Crunch points

UK sub-prime lenders are battening down the hatches in the credit storm sweeping in from the US, reports Samantha Downes

Shock treatment

There is good news and bad news for the housing market. The good news is that – for the time being at least – it looks as though interest rates are not going to climb any higher although, admittedly, rates could still go up if the liquidity crisis continues and the rate at which banks borrow money remains high. The bad news is that, despite the good news, affordability has reached new lows.

TMB offers packagers help following closure of Victoria Mortgages

TMB has stepped in to help packagers affected by the closure of Victoria Mortgages announced today.The lender has set up a special hotline – 0845 124 1320 – and will give priority to packagers affected by the Victoria Mortgages closure. TMB is also offering Victoria Mortgages an open initiation to work closely with TMB to […]


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