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Regulation  May 25, 2012

European trade body claims commision ban victory

The European parliament is convinced banning commission is “highly anti-democratic,” according to a European trade body for financial advisers.

Top Story

Investments  May 25, 2012

Government to shake-up unit trust tax rules

HM Revenue & Customs publishes consultation paper outlining plans to crack down on unauthorised unit trust tax avoidance.

Top Story

Investments  May 25, 2012

Markets: Eurozone worries weigh on Wall St

European uncertainty continued to weigh on sentiment on Wall Street as tech companies warn weak sales on the continent would affect future earnings.

In Focus
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Investments  May 25, 2012

Investors overpay for security, says Chris Rice

Investors are paying too much for security, says Cazenove Capital’s Chris Rice

Investments  May 25, 2012

‘Pain to come’, warns Paul Marriage

FTSE 250 is facing “pain”, according to Cazenove’s Paul Marriage,

Investments  May 25, 2012

Minor absolute return holdings ‘useless’

Holding absolute return funds at the margins of a portfolio will have no impact, expert warns.

IFA Industry  May 25, 2012

Aifa questions legitimacy of FSA fees consultation

Annual consultation does not appear to affect final fee decision, Chris Hannant argues.

Pensions  May 25, 2012

Gov’t: 2014 ‘not right time’ to review pension contribution

Government says it “needs to consider carefully” whether it is appropriate to raise the statutory minimum above 8 per cent.

Regulation  May 25, 2012

CII warns it could take 60 days to get SPS

Chartered Insurance Institute warns it could take it two months to issue statements of professional standing.

Analysis & opinion
In Depth: Will platforms offer esoteric investments?

Investments  May 24, 2012

In Depth: Will platforms offer esoteric investments?

Platforms clash over whether there is enough demand for them to carry esoteric investments.

“To say that IFAs don’t want structured products is not true. The biggest competitor to structured products are funds.”

Jeff Prestridge on   May 23, 2012

FSA rules and FSCS levies threaten to strangle advisers

IFAs are concerned about the strangling regulation of the FSA and FSCS levies that are likely to be imposed.

Regulation  May 22, 2012

In Depth: Why IFAs want to be banned by the FSA

FTAdviser examines the de-authorisation process and asks why so many advisers have simply dropped out of the industry.

Tony Hazell on   May 23, 2012

Investor impatience reflects disaffection with fund managers

Investors used to be told that they must invest for up to 10 years - now we must wonder whether either horizon is long enough.

Funds & data

 

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Money Management Fund Statistics

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.

Latest regulation paper summaries:

| Pensions | 14 May 2012

Transfers to Qrops

Changes have been made to the rules for transfers into Qrops (qualifying recognised overseas pensions schemes).

Finance Act 2011| Tax | 26 Apr 2012

Reduced corporation tax rate

The government reduced the main rate of corporation tax by a further 1 per cent.

Finance Act 2011| Tax | 26 Apr 2012

Charitable donations and inheritance tax

In a bid to increase charitable donations, the government made changes to the rate of inheritance tax for those who leave cash to good causes.

More regulation paper summaries

Video
Is now the right time to invest in UK Equity Income?

Investments

Is now the right time to invest in UK Equity Income?

With a tumultuous market backdrop creating a volatile market for equities, should investors shy away or buy into income funds?

Joined up products: John Pollock, Legal & General

Insurance

Joined up products: John Pollock, Legal & General

Executive director for protection and annuities at Legal & General wants more clarity on the direction government is taking.

Nest shortcomings: Nick Sherry, Australian senator

Pensions

Nest shortcomings: Nick Sherry, Australian senator

Senator for the Australian state of Tasmania addresses the potential failings of Nest and whether sweeping change of UK pensions will work.

How to be a successful emerging market debt investor

Investments

How to be a successful emerging market debt investor

ADVERTORIAL: First State explains the structure of its emerging market debt team and its investment processes.

What recourse for the vulnerable?

Payday lenders are moving in with a vengeance on bank lending, in particular overdrafts, and already the do-gooders are up in arms at this intrusion.

Are active funds getting a bad name?

Research in this edition of Investment Adviser names and shames ‘closet trackers’.

See More Blogs

Adviser Guides
Ifa Industry

IFA Industry

Guide to picking a network - part 1

Price used to be key to picking a network but this has changed significantly in recent times.

Investments

Investments

Guide to UK Equity Income investing

Four-part video masterclass on this popular sector, covering performance, portfolio fit and why now might be a good time to invest.

Investments

Investments

Guide to outsourcing fund management – part 2

A discretionary fund manager acts on behalf of a client and has the responsibility for managing investments in an account or portfolio on a...

Investments

Investments

Guide to outsourcing fund management – part 1

Buying-in expertise for what is a highly specialised job could bolster an adviser’s business and please clients.

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Latest Special Reports

  • Multi-Manager - May 2012

    Some wonder whether multi-manager funds are worth the money, and therefore the performance of the sector comes under close scrutiny

  • Mid-Year Monitor - May 2012

    This annual special report examines the key issues likely to affect markets in the second half of 2012

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    After some eye-popping recoveries in some areas in the last few years, is prime property still the safe haven some consider it to be?

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