Isis fund picker Richard Philbin has sold his holding in the Gartmore European Selected Opportunities fund. Philbin says the move is a shift towards more focused funds designed to capture stock specific returns rather than broader portfolios which are likely to be more correlated to the index.
Reading Andrew Verity's piece in MM last week on the importance of debt counselling in the spectrum of services provided by IFAs, I cannot help but think that his approach is somewhat naive and unrealistic.First, people with severe debt problems hardly represent very lucrative prospects for any business, irrespective of the remuneration basis on which […]
Over the last three years, during the longest bear market since the 1930s, many of you have focused more on protection.This has been a means of generating income in a market that has sometimes been difficult for investment business. In many segments of the market, volumes have been heavily influenced by price but there are […]
Industry trade bodies and regulators have joined together in a plea to practitioners to continue their training & competence regimes over the continuing period of ambiguity. Speaking together at this year's Money Marketing Live in Manchester, representatives of Aifa, the FSA, MCCB, the Financial Services Skills Council and the Institute of Financial Planning responded to […]
The two new chiefs at the FSA are to publish a report early next year on how the FSA sees the retail investment market shaping up in the future, it was announced at the Money Marketing Live conference in Manchester on Tuesday.FSA director of investment firms David Kenmir said that new FSA chief executive John […]
This guide from Johnson Fleming will take you through the required communication and also give ideas for additional actions that will ensure your auto-enrolment project is a success. The topics in this guide include: the letters you need to send out; what to send and when; the importance of employee engagement; and what to consider as additional communication.
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A High Court judge says the FCA can submit evidence in a case that could shape how Sipp misselling claims are handled in the future. In the case, which started today, lorry driver Russell Adams alleges Carey Pensions missold him a self-invested personal pension. Carey Pensions is accused of using unregulated introducers to invest Adams’s […]
Studies have found funds can be too big or too small to outperform, suggesting size does matter The assessment of whether to invest in a certain fund is a tricky business. Bearing in mind roughly 90 per cent of active funds do not beat their benchmarks over periods longer than 10 years, the odds are […]
The following sorry verse embodies procrastination on a whole new level: “Hello there, my name’s Phil; I rap like a small bear writing a will [diligently]; Estate-planning, ninja-whooping IHT; Shame I’m not as bizzie [urban affectation] with the RLP.” These words were penned in response to my father’s short verse sent to me, after the […]