View more on these topics

iShares launches ETF guide for advisers

Exchange traded fund provider iShares has published a new guide to ETFs to boost education amongst IFAs.

Chapters in the iShares guide for UK IFAs range from the basics of ETFs and asset allocation to tax considerations and suitability wording. The guide is available both in hard copy and online.

iShares Europe senior business development officer for the IFA sector Julian Hince says the latest publication of retail distribution rules have prompted a significant number of IFAs to enquire about ETFs and seek further education materials.

He says: “We’re trying to make it easier for them to business with us. By picking this guide up and reading through it they’ve got something they can keep in the file for compliance purposes as well.

“IFAs have been calling for this. ETFs aren’t these incredibly complex vehicles that are new to the marketplace, these are collective investment schemes so it’s important to help IFAs understand that these are another fund choice and another tool in their kit.”

Recommended

Group dynamics

There are major problems in the group personal pension market. This is not exactly news. Over the past couple of years, several companies have either exited the market completely or significantly restricted their involvement.

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment

    Close

    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm

    Email: customerservices@moneymarketing.com