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Professional Adviser

Professional Adviser

Articles by Professional Adviser

Technology

Financial Planning Tools Review - Dynamic Planner

The move to fee-based business models and the focus on understanding and communicating risk has driven many advisers to look for tools to help support them in generating accurate, professional financial plans.

clock 29 May 2009 •

ETFs

iShares launches German money market ETF on Borsa Italiana

iShares has listed an ETF based on German short-term government bonds on Borsa Italiana . ...

clock 29 May 2009 •

ETFs

Edhec says ETFs used more for long-term investment than short-term trading

ETFs are more frequently used as long-term buy-and-hold investments rather than short-term tactic...

clock 29 May 2009 •

Investment

Laptop stolen with details of 109,000 pension fund members

A laptop containing the unencrypted personal data of 109,000 Pensions Trust members has been stolen from software provider NorthgateArinso.

clock 28 May 2009 •

Technology

FundsNetwork to conduct major service review

FundsNetwork will be consulting with fund providers in the next few weeks on a comprehensive review of its services, which could include introducing a charge for corporate actions such as fund closures.

clock 28 May 2009 •

Technology

UK Platform Awards 2009

Professional Adviser is once again partnering with the UK Platform Awards, to recognise excellence in the platforms space.

clock 28 May 2009 •

Your profession

Anger as L&G begins clawback of old pensions commission

Advisers have lost thousands of pounds in commission payments after receiving delayed clawback requests from Legal & General (L&G) on lapsed pension plans dating back to 2005.

clock 28 May 2009 •

Investment

Budget proposals will 'damage' occupational schemes

Three-quarters of scheme managers believe Budget proposals to restrict higher-rate tax will have negative consequences for occupational schemes.

clock 28 May 2009 •

Investment

Dow rises as fate of General Motors hangs in the balance

The Dow Jones had climbed by 72.48 points or 0.87% to 8372.50 this morning as the fate of General Motors waits to be decided.

clock 28 May 2009 •

Your profession

Advisers offered chance to win £2,000 holiday

LV= is offering advisers the chance to win a holiday worth £2,000 to celebrate the first anniversary of its Mortgage & Lifestyle Protection (MPL) product.

clock 28 May 2009 •
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