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FundsNetwork sharpens portfolio tools

Fidelity FundsNetwork is making changes to its portfolio planning tools to enable advisers to create their own preferred funds’ panels.

Advisers can set up model portfolios covering different risk profiles that can be used across multiple clients.

It is also adding a simplified method of building client portfolios that involve monthly contributions and withdrawals.

Head of sales Rob Fisher says: “These latest enhancements are part of the continuous evolution of the platform.”


AMI recruits latest member

Rooftop Mortgages is the latest lender to join the Association of Mortgage Intermediaries as an associate member.Rooftop Mortgages managing director Jonathan Naylor says of the announcement: “We have been impressed with AMIs recent achievements with the industrys regulators, as well as its continued support of the intermediary community. We wanted to be an active part […]

Jemma Barnard joins Henderson

Henderson Global Investors has appointed Jenna Barnard as co-fund manager for the Henderson preference and bond fund and the Henderson strategic high yield bond fund.Barnard has been working with John Pattulo on the funds as deputy portfolio manager since 2003, having joined as a credit analyst in 2002, focusing on investment grade and high yield […]

62% Of advisers say scrap fees for innocent firms

Nearly two-thirds of advisers want to scrap case fees for firms found innocent of complaints and are prepared to pay more if found guilty, according to a Money Marketing poll. The survey gauged advisers’ views on two alternative funding proposals which were rec-ently tabled by the Financial Ombudsman Service. The FOS is asking firms whether […]

Bite the bullet

Last week’s turmoil in Japan could offer a buying opportunity, says Matt Davis


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