The manager of the Artemis UK Smaller Companies Fund explains how his stock-picks have beaten a benchmark which is holding up better than most.
Specialist annuity providers are set to launch advised-only hybrid drawdown products, but experts warn they may struggle to reach their target markets. Since the 2014 Budget firms reliant on annuities have seen sales crash and profitability plummet. Figures published by the FCA in September showed out of around 200,000 people who accessed their pensions in […]
The Chartered Institute for Securities & Investment has committed to spending £35,000 per year on promoting financial planning following its merger with the Institute of Financial Planning. The £35,000 pledged by the CISI is in addition to the £35,000 the IFP currently spends on marketing its accredited firms brand, which it will continue to do […]
My last article, on the threat to uncapped trail fees, examined the very real risk of highly profitable clients challenging advisers on the amount they charge each year. This is particularly an issue when they are based solely on the value of assets under administration. However, there is a more immediate threat to fees. Much […]
Guy Sears has been appointed interim chief executive at the Investment Association following the departure of Daniel Godfrey. Sears, currently director of risk, compliance and legal at the Investment Association, will take over after Godfrey left “by mutual agreement” yesterday. A source close to the situation said Godfrey was departing as the board “collectively felt a new leader […]
Decoding the Fed’s policy-making has become more difficult since it failed to raise interest rates last month. So Artemis’ head of US equities is stock-picking for stability as well as growth.
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Claims management companies must be more specific on separate permissions and competency when they under the remit of the FCA, according to HM Treasury. Under rules proposed in the Treasury’s latest consultation paper, claims management companies will operate under six sectors – housing disrepair, industrial injuries disablement benefit, personal industry, financial products and services, criminal […]
Knowing what assets each operator will accept and with what conditions is becoming increasingly difficult The recent well-publicised events concerning Sipp operator asset acceptance have focused the mind of a number of advisers. We have been fielding enquiries about our own Sipp and the asset classes we as a Sipp operator would consider. But this […]
Investment trust sales may come under pressure due to new EU rules, experts have warned. The potential benefits of gearing on investment trusts risk being overlooked as new cost reporting rules make them look more expensive compared with open-ended funds. Traditionally, closed-ended funds have looked attractive based on lower costs compared with other structures, as […]