March 2019
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Latest - INVESTMENT ZONE

  • Financial services women speak out on International Women’s Day 

    8 March 2019

    Around 60% of paraplanners are women, recent Professional Paraplanner research has shown, but that is far from reflected across the financial services sector, with the figures for the number of female financial advisers described as ‘woeful’. On this day a number of female practitioners within financial services have spoken out on what they see as key issues for the industry...

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  • Zero appetite for risk high amongst wealth holding baby boomers

    7 March 2019

    Despite owning over a third of the UK’s wealth, baby boomers are “excessively cautious” about investment risk, with a large proportion having a zero risk appetite, new research by Aegon has revealed.  It also found that just one in four of the over 55s had sought advice from a financial adviser. The savings and...

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  • Investment research: Three-year track record

    7 March 2019

    In a new monthly Investment Research column for Professional Paraplanner, Juliet Schooling Latter, research director, FundCalibre, looks at funds that have just passed or are approaching their three-year track record. I like a fund and its manager to have a decent track record before I’ll even consider highlighting a product to a client as a potential...

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  • Putting off recession for another day?

    5 March 2019

    Since the injection of QE markets seem to be stuck in a repeating cycle: Eat, sleep, rave, repeat, says David Jane, manager of Miton’s multi asset fund range. Since the global financial crisis, now over a decade ago, monetary policy worldwide has been re-invented with a new set of tools characterised by the catch...

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  • FE 2019 Alpha Managers list sees 54 new entrants

    5 March 2019

    Research group FE reports “a big churn of talent in the 2019 FE Alpha Manager rebalance”, with 54 managers joining the ranks and 52 losing their FE Alpha Manager title. The FE Alpha Manager ratings highlight the top 10 per cent of UK retail-facing managers based on their performance throughout their entire careers. This...

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  • AJ Bell makes further cuts to charges for passive multi-asset funds

    4 March 2019

    AJ Bell has cut the annual charge across its range of six passive multi-asset funds to 0.35%, in a bid to keep its investments “simple and easy” for investors to understand. The AJ Bell passive funds launched in March 2017 with an Ongoing Charges Figure capped at 0.5%. Within this, the firm’s Annual Management...

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  • Use clear and consistent language says Investment Association

    4 March 2019

    The Investment Association has produced a guide for fund managers, providing a series of recommendations to help fund managers address these issues and provide greater clarity when communicating about their funds.   The guide has arisen from the FCA’s Asset Management Market Study Final Report (MS15/2.3) (‘Final Report’). This Report highlighted, among other points, the...

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  • Investors choosing to ride out stock market moves

    3 March 2019

    As uncertainty around UK stock market conditions persists, research by Aegon revealed as many as 60% of UK investors are concerned about the impact of the market on their investments, including their pension savings.  Yet, despite this level of uncertainty, 69% of respondents said they are not planning to take any action with their...

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