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Online valuations highest priority for advisers poll shows

Online valuations is the most vital e-business development to help IFAs in their business according to a poll for 1st Software.

In a survey of over 400 advisers 81 per cent said online valuations was the most important, with 40 per cent of firms saying they also used online valuations and e-submission services.

Origo managing director Paul Pettitt says: “These results are encouraging – the launch of new standards-based e-commerce services is the result of a number of years&#39 work coming together.”


Competing products set to take over

Fund managers are adamant that mutual funds are better suited to most investors, arguing they can deliver tailored asset allocations which with-profits cannot. They say mutual funds are stealing massive market share from with-profits products and will continue to do so. Investec joint managing director Andy Sowerby argued at the Money Marketing round table debate […]

Walker, Crips, Weddle, Beck – CF Walker Crips Equity Income Fund

Type: Unit trust Aim: Income and growth by investing mainly in UK equities Minimum investment: Lump sum £1,000 Investment split: 15% transport, 9% insurance, 9% building materials/construction, 8% tobacco, 2% banks, 9% other financials, 5% mining, 4% food producers, 4% oil, 4% electricity, 3% property, 3% fixed interest, 2% aerospace, 2% banks, 2% water utilities, […]

Finance Bill creates six pension regimes

The Government&#39s tax simplification project has created six different regimes rather than one says PricewaterhouseCoopers. Commenting on the publication of the Finance Bill last Thursday, PricewaterhouseCoopers says that rather than one regime, the rules create six – registered schemes, employer-financed retirement benefit schemes, overseas recognised schemes, overseas unrecognised schemes, Section 615 schemes and corresponding accepting […]

AIFA&#39s view

It was about halfway through the Money Marketing awards – probably the award for best bus shelter advertising campaign by a protection provider – that a thought struck me. Whenever you get depressed with the acronyms and jargon in this great industry of ours, remember there is always someone worse off than yourself. You could […]

Global income: preparing for a rate rise…

In the five years since we launched the Artemis Global Income Fund, its manager Jacob de Tusch-Lec has built a distinctive portfolio that is first among its peers. Here he explains why his “quality, cyclical and value yield” stocks, and flexible approach, leave the fund better placed to benefit from uncertainty than funds that depend […]


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