iFunds, a franchise of Raymond James Investment Services, has introduced a global growth fund of funds investing in exchange-traded funds. The MFM iFunds ETF global growth fund provides exposure to single-country or regional ETFs that are weighted according to volatility rather than market cap. The fund, administered by Marlborough Fund Managers, has a £1,000 minimum […]
National IFA Helm Godfrey reported record results for the first half of this year. Profit nearly tripled to 343,823 compared with 125,939 for the same period last year. Turnover increased by 53 per cent to 2.76m from 1.8m.
Sentiment towards emerging markets is improving. Simon Edelsten, manager of the Artemis Global Select Fund, analyses if this a good time to buy back in or whether valuations are still too high? Click here for full article
Trouble ahead for Europe? Against a backdrop of Brexit and high sovereign debt, European funds have had a problematic year Brexit has been unavoidable for the past two years, dominating almost every aspect of British life. While the UK Parliament has yet to vote on the deal (the date for which is 11 December), approval […]
Do not be afraid to challenge clients. Doing so is vital to ensuring their secure financial futures With the use of cashflow modelling software growing, many advisers, while conservative and prudent with their own, often make the mistake of being too keen to include a client’s assumptions without really testing them. This can cause serious […]
Two pension trustees who launched legal proceedings against the advice firm formerly called Truestone Wealth Management have been granted a court date in early 2020. According to Law360 UK, two acting trustees of London-based directors’ retirement and death benefit scheme Radley Yeldar claim a mistake made by an adviser at Truestone has cost them £3.5m. Truestone […]