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Professional Adviser

Professional Adviser

Articles by Professional Adviser

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 •

Technology

Compliance site for advisers re-launched

A website designed to help advisers meet their compliance and regulatory targets has been re-launched.

clock 30 October 2008 •

Technology

Financial Express appointed ABI data provider

Financial Express has been chosen as the sole data provider for the ABI Master Classification Database, following a competitive tender process.

clock 30 October 2008 •

Multi-manager

Brown Shipley explains defensive MM changes

Peter Botham has outlined a change in focus for Brown Shipley's Solus multi-manager portfolios, which has taken place since he joined the firm as chief investment officer in April.

clock 30 October 2008 •

Investment

Neptune appoints deputy MD

Neptune has promoted Richard Green to the role of deputy managing director.

clock 30 October 2008 •

Your profession

FSA moves to end fees-splitting

Firms refinancing should be charged directly for the extra regulatory costs involved rather than the whole sector splitting the bill, the FSA proposes.

clock 30 October 2008 •

Economics / Markets

BlackRock: credit market relief will take some time

Policymakers' recent actions will bring some relief to the credit markets, but the process will take some time, according to BlackRock's senior investment professionals.

clock 30 October 2008 •

Investment

The Hartford adds M&G funds

The Hartford has added six M&G funds to four of its products.

clock 30 October 2008 •

Your profession

Threesixty: IFAs want more training on 'third way' products

More than seven in 10 (71pc) IFAs expect to sell more 'third way' products in the future, though 88pc say they need more training on the products, according to research by threesixty.

clock 30 October 2008 •

Mortgages

House prices down 15% in year-long crash

House prices fell for a twelfth consecutive month in October, cutting almost 15% of the cost of the average British home, according to Nationwide Building Society.

clock 30 October 2008 •
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