Most investors are better off than they were 12 months ago despite the summer’s volatility. Will next year bring the (delayed) global slowdown? Artemis’ senior partner weighs up the factors.
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Turning the corner: Can the industry build on rising adviser numbers?
Advisers are calling on policymakers to do more to increase adviser numbers following the first meaningful rise since the RDR. Last month the FCA announced the number of advisers at advice firms had increased by 5 per cent from 21,496 a year ago to 22,557. Experts say while the figures are promising, further steps to […]
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Richard Parkin: Why are savers not seeking Pension Wise guidance?
Just over six months into the freedom and choice regime, mutterings about the success or otherwise of Pension Wise are getting louder. Evidence to the Work and Pensions select committee has suggested take-up of the Government’s independent guidance service could be as low as one in 10 of those accessing their pension pots. Pensions minister […]
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Film scheme investors granted appeal in HMRC tax avoidance ruling
More than 150 investors in film partnership schemes have been granted permission to appeal a High Court ruling which found in favour of HM Revenue & Customs. In July, the court rejected the investors’ attempt to challenge the legality of demands by HMRC to pay disputed tax upfront. The claimants claimed tax relief after investing […]
Rayner Spencer Mills: Why we rate the Artemis US Select Fund
Ken Rayner and Graham O¹Neill from RSM explain why they rate the fund, its investment process and how it can be used in a portfolio The Artemis US Select Fund became a RSM ‘rated’ fund earlier this year. In this video, Ken Rayner and Graham O’Neill explain the fund’s investment approach, why they rate it, […]
Solving the income puzzle
There is a puzzle at the centre of financial markets. The global economy is growing, there are signs of inflation and interest rates are going up, yet yields remain low. In this article, James Foster, manager of the Artemis Monthly Distribution fund, unpicks this conundrum and looks at where investors can find income. There is […]
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IRESS partners with mortgage advice network for back office rollout
Technology firm IRESS has struck a deal with the Julian Harris Network that will see its XPLAN Mortgage platform rolled out to all 132 of the network’s advisers. According to IRESS, the software does not require a would-be borrower to provide credit files up front, and it will enable pre-qualification for a mortgage offer early […]
Tony Mudd: Get parents to pay children’s protection policies
Instead of looking for innovations, we should seek to create new meanings for new audiences, based on used ideas My last article for Money Marketing appeared to accuse advisers of stifling innovation and, as you can imagine, comments were made. In my defence, I was doing so less by way of criticism and more by […]
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Rob Reid: Self-employed advisers at risk from HMRC
I have never been a great fan of daytime television, despite the worst possible occurrences of man flu over the years, but the recent news coverage on the employment status of veteran presenter Lorraine Kelly got me thinking. In particular, about just how long the “self-employed” status will remain a robust and safe position to […]