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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FCA: Pension liberation fraud seen as most common financial crime
Firms believe the crime consumers are most at risk of is pension liberation fraud, according to the FCA’s first annual financial crime survey published today. The study of over 2,000 UK firms in 2017 gives a collective view of the activity being undertaken by firms to combat financial crime across the industry for the first […]
Investment committees seek outside expertise
Increasing regulatory requirements and the quest for greater efficiency are leading more advice firms to bring in outside expertise A combination of regulation, legislation and improvements in technology are encouraging advisers to develop more rigorous and consistent processes. Recent research we undertook found over two-thirds of advice firms now operate a centralised investment proposition, showing […]
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Tom Kean: CDCs look clever- that’s the problem
I have always been very pleased to count myself as one of the contributing IFAs here at Money Marketing. I find the whole process of writing this column thoroughly enjoyable and more than a little cathartic. However, I also feel quite a weight of responsibility, which sometimes makes writing certain pieces a little difficult. Just like […]