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Guides aid IFA retail business

Threadneedle Investments is aiming to help IFAs with a series of investment guides for retail investors.

The three guides, Investing For Your Future, Why Do I Need a Financial Adviser and How to Build a Portfolio of Investments, will be distributed through investment advisers and Threadneedle&#39s website. The guides are offered at a time when first-time investors have been alarmed by recent market volatility.

Threadneedle says the move is part of its ongoing commitment to intermediary distribution.

Retail managing director David Sachon says: “Feedback from advisers indicated that it would be very helpful if we could provide educational guides to emphasise how inv-estors can make the best of opportunities offered by the world&#39s bond and equity market and to help investors look at investments in the long term.”


Clerical Medical not taking the multi-tie route

Regarding the article in last week&#39s Money Marketing headlined, Clerical joins the race to buy IFAs, Clerical would like to clear up any misunderstandings that IFAs may have on its stance on polarisation. Clerical Medical is a firm supporter of IFAs and polarisation and believes that multi-ties represent the worst possible scenario as a distribution […]

Skandia offers multi-manager fund

Skandia has set up a new multi-manager fund bringing together the talents of Jupiter, SG Asset Management and Merrill Lynch Investment Managers. The UK dynamic fund is available through Skandia&#39s life and pension products and will be the third in its UK equity fund range alongside its UK index and UK equity funds. MLIM will […]

Product matters

I am often sceptical when an establishedretail asset management house launches new funds. After all, there are so many funds in the marketplace, you do have to question whether there is room for any more. In addition, many of those who launch new funds would do well to concentrate on sharpening up some of their […]

Neville James launches interactive website

Market maker Neville James is a launching an interactive website which allows mortgage endowment customers and IFAs to submit policy valuation forms online. As well as giving instant quotations, the traded endowment website can accept offers online, print copies of the contract note and provide a detailed list of the policies on sale and their […]


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