The FSA will announce the results of its discussions with the European Commission about the future of the menu and initial disclosure documents under Mifid this week.
The Adviser Fund Index panellists displayed a lack of appetite for Japanese equities during the last rebalancing on May 1.
Standard & Poor’s Fund Services is to start awarding ratings to brand new fund launches. This will enable the firm to provide analysis of funds not covered by qualitative-based data firms, which rank funds solely on past performance.
Retirement funding will be an increasingly nagging problem for future generations. Peter French, a partner at Troy French and Partners, explains how equity release might be harnessed to help solve income and inheritance tax issues.
Shareholders in the M&G international sovereign bond fund have rejected proposals to broaden the fund’s investment criteria to allow it to hold gilts.
As the US continues to confound growth expectations and the eurozone’s ‘will they, won’t they’ saga has finally concluded, what are the implications for global markets? James Dowey, Neptune’s chief economist, puts forward his outlook for 2015 and the key considerations for investors.
News and expert analysis straight to your inboxSign up
Latest from Money Marketing
The New Model Business Academy received just over half the Government funding for its apprenticeship programme it was hoping for, which has led to paraplanner and administrator apprenticeships being shelved. NMBA, which is part of the SimplyBiz Group, announced earlier today it is opening applications for its apprenticeship programme this week. In December, it received […]
Platform Alliance Trust Savings must compensate a client after he was unable to make several investments because the online service was down. The client, Mr W, had around £2m in his Sipp fund with ATS. In late June 2016, his advisers tried to make a number of investments into specific funds, however, these did not […]
Last year, Money Marketing took a deep dive into how advisers are remunerated with an extensive reader survey. This year, we’re going even bigger and better, teaming up with recruitment consultancy BWD to bring you the definitive picture on pay. With your help, we hope to decode how qualifications, employment status, geography, gender, job title and other […]