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Professional Adviser

Professional Adviser

Articles by Professional Adviser

Offshore Investment

Jersey Finance backs approval of Foundations Law

Jersey Finance has greeted the approval of the island's Jersey Foundations Law as a "hugely positive step" in positioning Jersey at the forefront of the private wealth management industry.

clock 21 June 2009 •

Equities

Bulls against bears

Ashutosh Kumar says that for every voice of optimism in the UK All Companies sector, there is a counter-balancing note of pessimism

clock 19 June 2009 •

uncategorised

5 year performer

William Calvert Axa Framlington Emerging Markets fund manager tells Paul Burgin he is standing by his belief in the sector's potential

clock 19 June 2009 •

Your profession

Free client segmentation 'toolkit' for IFAs launched

A series of seminars offering insight into how best to segment a client base, with a particular lean toward high net worth (HNW) clients, is being launched for financial advisers.

clock 19 June 2009 •

TCF

AXA Winterthur offers adviser star rating service

AXA Winterthur Wealth Management has launched a TCF toolkit, including the option for IFAs to earn star awards for customer service.

clock 19 June 2009 •

Investment

'Quadruple Witching' casts spell on Dow

Wall Street climbed immediately after opening Friday as 'Quadruple Witching' day kicked in.

clock 19 June 2009 •

Your profession

Wrap market 'immune' from sales slump

The wrap market has proved "immune" from this year's slump in IFA sales, Nucleus chief executive David Ferguson says.

clock 19 June 2009 •

Pensions

Hallett reveals details of new 'TCF-focused' venture

Former Pointon York CEO, Christine Hallett, has revealed details of her latest venture in the pensions market.

clock 19 June 2009 •

Investment

Rowanmoor Pensions unveils scheme illustration service

Rowanmoor Pensions has rolled out a pension scheme illustration service to allow advisers to offer clients a projection of their income from a scheme pension compared to USP and ASP.

clock 19 June 2009 •

Investment

Maguire to lead fight for Arch cru compensation

Cru director Jon Maguire has pledged to lead the fight for compensation for investors who bought Arch cru funds at 'inflated' unit prices offered by Capita in its role as ACD.

clock 19 June 2009 •
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