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Professional Adviser

Professional Adviser

Articles by Professional Adviser

uncategorised

5 Year Performer: Harry Nimmo

Harry Nimmo's quality-orientated methodology, which he sticks to regardless of economic conditions, has helped make his UK Smaller Companies fund a top performer in the sector

clock 27 May 2009 •

Alternative Investments

Making tracks to ETFs

Cecilia Liao, analyst at Citi Quilter, explains the pros and cons of investing through exchange traded funds

clock 27 May 2009 •

uncategorised

Client segmentation under RDR

Peter Hicks, head of UK retail sales at Fidelity International, explains how the Retail Distribution Review will drive advisers to segment their business and why they will be better-off for it

clock 27 May 2009 •

Investment

Fund managers up their personal equity exposure

UK fund managers with personal investments in UK equities believe the stock market has bottomed, according to research from Lloyds TSB UK Private Banking.

clock 27 May 2009 •

uncategorised

Technology threat to paraplanners

The increasing popularity of high tech solutions for advisory firms could bring an end to the traditional paraplanner role, according to 2plan Wealth Management.

clock 27 May 2009 •

Your profession

ifs School of Finance unveils Masters degree

The ifs School of Finance has joined forces with the University of Surrey to offer a new Masters degree in Financial Services Management.

clock 27 May 2009 •

Investment

Banks up in strong Dow start

The Dow Jones has started strongly in New York this morning, adding 163.04 points, or 1.97%, to 8,440.36 in early trading.

clock 26 May 2009 •

Technology

Intelliflo launches financial planning tools

IntelliFlo has launched a set of tools which allow pension and investment advisers to tailor financial plans for their clients' future.

clock 26 May 2009 •

Investment

Equitable members get green light for legal action

Equitable Life members have been given the go-ahead to take the Government to court over its failure to offer full compensation.

clock 26 May 2009 •

Investment

New Star to distribute Heart of Africa proceeds tomorrow

Investors in the former New Star Heart of Africa fund will receive the proceeds of the vehicle's sale tomorrow.

clock 26 May 2009 •
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