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.
1
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 […]
8
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 […]
2
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 […]
Newsletter
News and expert analysis straight to your inbox
Sign up
FSCS to pay back 2,700 clients of collapsed DFM Beaufort
The Financial Services Compensation Scheme will automatically compensate hundreds of clients of a collapsed discretionary fund manager, but other investors will have to wait another five months to get their money back. London-based Beaufort Securities has been investigated by both the FCA and US authorities. An indictment from the US Department of Justice alleges that […]
Profile: Fiducia on really knowing your clients
Fiducia managing director on ‘good old-fashioned’ customer service in the digital world Anthony Scott is adept in the art of communication. As an adviser and a novelist (he has written the novels ‘On Ashover Hill’ and ‘The Birthday Gift’) it is crucial for the Fiducia Group managing director to engage and build a rapport with […]
FCA warns over advisers giving ‘inadequate information’ to DB transfer specialists
The FCA has reiterated its warnings that advisers outsourcing defined benefit transfer advice to firms with relevant qualifications cannot divorce themselves from responsibility for the eventual recommendation. While existing FCA rules require additional qualifications to advise on DB transfers, and the FCA has written to all firms who have DB transfer permissions as part of […]