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Top Stories

Your Industry| 15:29

HMRC poised for further high net worth tax crack down

Recent successes for the tax office likely to spur further investigations, suggests Pinsent Masons.

Top Stories

Your Industry| 15:31

Aviva’s Lawson tells advisers: Let us educate your clients

Head of policy at provider argues advisers’ “gatekeeper” approach not working

Top Stories

Regulation| 15:21

Rathbones converts multi-asset funds on Mifid fears

David Coombs’ range of products to convert into Ucits structures

In Focus
Latest news

Your Industry| 15:50

New Nutmeg CEO to ‘transform’ financial advice

Nick Hungerford to step down, with his successor aiming to develop “Nutmeg 2.0”.

Mortgages| 15:45

Mortgage bodies issue Scottish wish-list ahead of vote

New government must have housing policies at the top of its agenda, argue trade associations.

Pensions| 15:45

Pension Wise appointments climb to new high

Number of appointments over the last month reached 7,010 compared with 5,916 over February, according to monthly data.

Your Industry| 15:31

Aviva’s Lawson tells advisers: Let us educate your clients

Head of policy at provider argues advisers’ “gatekeeper” approach not working

Your Industry| 15:29

HMRC poised for further high net worth tax crack down

Recent successes for the tax office likely to spur further investigations, suggests Pinsent Masons.

Regulation| 15:21

Rathbones converts multi-asset funds on Mifid fears

David Coombs’ range of products to convert into Ucits structures

Analysis & opinion
Taste the difference of reassuringly expensive advice

Emma Ann HughesonRegulation| Apr 29, 2016

Taste the difference of reassuringly expensive advice

A focus on the price of advice rather than the value of what is delivered by intermediaries is far from healthy.

Some people want a quick fix and won’t pay more than a few hundred pounds

Ken Davyon| Apr 27, 2016

Clients’ needs remain the same

The advice arena has undergone enormous change over the past 30 years, but the central concerns for advisers are constant

Kevin O'Donnellon| Apr 27, 2016

Suits you, sir?

FCA checks on suitability reports will help protect advisers and clients, but may be mis-directed

Tony Hazellon| Apr 27, 2016

Freebies and jollies not in clients’ interest

The FCA has targeted corporate hospitality for criticism

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Funds & data

 

Fund And Share Class 1 Year
Fund And Share Class 1 Year

All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2012. The performance figures are trailing performance as of month end for the latest month available. The date this figure becomes available during the month varies between funds. All Rights reserved.

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Money Management's renowned fund statistics are brought to life online. Search, sort and compare funds and investigate sector weightings, main holdings, equity style and more.

FAMR: supporters, doubters and shouters

Why we think FAMR is an important step.

Greater value for less

What is the value-seeker’s mantra when it comes to making a purchase?

HMRC is not kind, nor does it care

Various tax crackdowns have meant advisers need to present water-tight advice.

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Adviser Guides
Ifa Industry

IFA Industry

Guide to the Financial Advice Market Review

The final report of the Financial Advice Market Review outlined ways to reduce the cost of advice and bring it back to the masses.

Funds And Data

Funds And Data

Guide to smart beta

How you can explain the complications of smart beta clearly and use it in your clients’ portfolios.

Insurance

Insurance

Guide to over-50s life insurance

Life insurance is evolving to meet the needs of the growing group of those aged 50 plus who are increasingly living longer - and facing more costs.

Pensions

Pensions

Guide to A-Day 10 years on

The world of pensions was meant to have been simplified. The opposite has happened.

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