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Professional Adviser

Professional Adviser

Articles by Professional Adviser

Specialist

Report finds advisers still ignoring climate change investment opportunities

UK investors are still failing to grasp the significant investment opportunity offered by climate change, according to a report from Holden & Partners (H&P).

clock 28 October 2008 •

Fixed Income

Barings trust bets on decline of government bonds

The Baring Directional Global Bond trust is taking advantage of its ability to short by betting on the decline of government bonds.

clock 28 October 2008 •

Your profession

Online adviser database launched

An online searchable database for consumers seeking financial advice has been launched today at http://www.cherryfind.co.uk/ .

clock 28 October 2008 •

Mortgages

Lead reporting added to Trigold

Trigold is to integrate its online sourcing system with a lead reporting tool to make it easier for advisers to manage purchased leads.

clock 28 October 2008 •

Technology

IFAs can be port in a storm

At the risk of stating the blindingly obvious, stock markets around the world have gone through an unprecedented period of crash and uncertainty.

clock 28 October 2008 •

ETFs

BGI poaches ETF pair from rival Deutsche Bank

Barclays Global Investors (BGI) has poached Nizam Hamid and Yvonne Sandford from Deutsche Bank's exc...

clock 28 October 2008 •

ETFs

Credit Agricole enters ETF market

Crédit Agricole Structured Asset Management (CASAM) has announced the launch of 10 exchange traded f...

clock 28 October 2008 •

Pensions

With-profit penalties complicate Protected Rights transfers

Clients are being urged to seek advice before moving Protected Rights money out of with-profit funds and into a SIPP as exit penalties introduced last week could significantly reduce the value of their pots.

clock 27 October 2008 •

Investment

Net retail fund sales dip to £21m outflow

Net retail sales in UK domiciled funds plunged to a £21m outflow in September, more than £900m down on the inflow recorded the corresponding month last year.

clock 27 October 2008 •

Investment

Turmoil exposes poor investment IFAs - Brown Shipley

The recent market turmoil has exposed many IFAs who do not have the expertise or the time to continue providing investment advice, Brown Shipley CIO Peter Botham believes.

clock 27 October 2008 •
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