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Professional Adviser

Professional Adviser

Articles by Professional Adviser

uncategorised

Neptune promotes Green to deputy MD

Neptune has promoted Richard Green to the role of deputy managing director, effective from 1 November.

clock 31 October 2008 •

Your profession

CII merger to create global professional body

The CII Group will merge with the Australian and New Zealand Institute of Insurance and Finance (ANZIIF) to create the largest global financial services professional body.

clock 31 October 2008 •

Investment

Cash and the Fourth Dimension

Until recently the consensus view in the retail press and amongst many of the investing public was that cash, and only cash, constituted low risk investment.

clock 31 October 2008 •

ETFs

Julius Baer launches six Gold ETFs

Swiss bank Julius Baer has announced the launch of six gold ETFs to be listed on the ETF section of ...

clock 31 October 2008 •

uncategorised

Testing times

The next couple of years will see fund managers really prove whether their reputations are justified, David Aird , managing director of Investec Asset Management, tells David Burrows

clock 30 October 2008 •

Your profession

Call for 'mouse' Mervyn to resign

The chief executive of investment firm Assetz has called for the resignation of Bank of England governor Mervyn King, saying the UK economy needs a "lion not a mouse".

clock 30 October 2008 •

Mortgages

Networks 'must evolve' to meet adviser needs

Mortgage networks will have to evolve their business models to help members through the economic downturn, according to Legal & General (L&G).

clock 30 October 2008 •

Income

IFAs need help to meet 'third way' product demand

More than seven out of ten IFAs expect to sell more third way products in the future but require more training on the products, according to threesixty.

clock 30 October 2008 •

Investment

Third of FTSE100 firms trading at NAV discount

One in three FTSE100 companies is trading at a discount to its net asset value (NAV), reflecting the "incredibly cheap" market conditions, research suggests.

clock 30 October 2008 •

Technology

Rathbones launches online valuations for IFAs

Rathbone Investment Management has launched an online portfolio valuation service aimed at IFAs using its discretionary fund management service for high net worth clients.

clock 30 October 2008 •
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