September 2017
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Latest - INVESTMENT

  • Clients on average £40,000 better off than unadvised peers

    13 July 2017

    New research from the International Longevity Centre – UK (ILC-UK), supported by Royal London, has found that those who received financial advice in the 2001-2007 period had accumulated significantly more liquid financial assets and pension wealth than their unadvised equivalent peers by 2012-14. This applies to both affluent investors and those ‘just getting by’...

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  • Global Inflation-Linked Bond fund launch offered at institutional share class

    13 July 2017

    Smith & Williamson has launched its Global Inflation-Linked Bond Fund, and is offering all investors access to an institutional share class with an annual management fee of just 0.25%. The fund aims to provide a transparent, cost-effective investment solution for investors who are concerned about inflation but who are also worried by the significant...

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  • AJ Bell calls on FCA to build new framework for point of sale information

    11 July 2017

    Information given to clients is complex, confusing and not fit for purpose, says the platform AJ Bell has written to Christopher Woolard, director of strategy and competition at the FCA, calling for the regulator to address what it describes as “the increasingly complex point of sale disclosure regime which is no longer fit for...

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  • Ascentric expands DFM options with addition of Clear Capital Management

    11 July 2017

    Ascentric has added Clear Capital Management LLP’s model portfolios as a new Discretionary Fund Management (DFM) service on the platform. Ascentric said the move was part of its commitment to offer advisers the broadest range of products to meet their clients’ often complex needs. The four model portfolios include: Absolute Return Fixed Weight Portfolios,...

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  • Bull market has further to run say James Hambro & Partners fund managers

    10 July 2017

    The current bull market began on 9 March 2009 in the UK and the US and now is into its 100 month. The inevitable question being asked now, is how much longer can it last? Investment managers at James Hambro & Partners (JH&P) believe it still has further to run. JH&P Partner Rosie Bullard said: “The saying...

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  • Thesis model portfolios added to 7IM platform

    10 July 2017

    Thesis Asset Management collectives and securities model portfolios have been added to the Seven Investment Management (7IM) platform. The Thesis Model Portfolio Service, managed by Steven Richards, is designed to provide investors with seven core investment options, aimed at meeting a wide range of clients’ financial goals. The models are invested in open-ended investments and/or...

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  • How the FTSE 100 has changed since 1984

    6 July 2017

    As the FTSE 100 undergoes another quarterly change, Schroders’ David Brett looks back at what happened to the iconic names of yesteryear – and why it’s important that investors understand the transformation. The FTSE 100 now looks vastly different from the 1980s. From the time of its inception in 1984 at 1,000 points, just...

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  • P2P lender Kuflink launches Property-Backed Innovative Finance ISA

    5 July 2017

    UK-based peer-to-peer (P2P) lender Kuflink has launched a Property-Backed Innovative Finance ISA, offering the opportunity for savers to invest in property while taking advantage of the tax-free benefits on offer from ISAs. Kuflink now offers a 1-year fixed term ISA with 4% interest pa, and a 3-year fixed term with 5% interest pa, with...

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