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Technology

RDR

Guinness launches 'clean fee' share class across fund range

Guinness Asset Management has launched a new share class across its fund range, becoming the latest firm to gear up for RDR with the launch of a ‘clean fee' structure.

clock 20 February 2012 •

Investment Trusts

Five things your clients will call you about this week

It's our round-up of the stories your clients may have read in the national newspapers over the weekend...

clock 20 February 2012 •

Wrap/platforms

Terry Smith: Platforms adding to fund costs

Terry Smith, the City veteran and founder of low cost fund management group Fundsmith, has attacked platforms in the UK for adding to the overall cost of investing in funds.

clock 16 February 2012 •

Technology

Openwork launches online support system for advisers

Openwork is launching an online support system to help its advisers target and segment their client base.

clock 16 February 2012 •

TCF

James Hay pays Tory spending guru £19K after bungle

James Hay and Fidelity have been ordered to pay Sir Peter Gershon more than £26,000 in total in compensation after they delayed his investment by several months due to a lost cheque.

clock 16 February 2012 •

Wrap/platforms

Investment trusts and the struggle for shelf space

Trust providers still have to battle a number of misconceptions before advisers can truly understand the benefits of closed-ended structures, writes Ed Morse, head of investment trust business development at F&C Investments.

clock 16 February 2012 •

Technology

Beyond attitude-to-risk

Mark Loosmore of IRESS surveys the new attitude-to-risk (ATR) tools deployed in the wake of the FSA’s suitability guidance.

clock 16 February 2012 •

Wrap/platforms

Nucleus to roll out execution-only wrap in Q3

Nucleus is launching a white label, execution-only platform in Q3 which will help advisers build and market a direct wrap proposition for clients.

clock 16 February 2012 •

Wrap/platforms

Axa says Elevate sales up 75% in 2011

Platform sales on Axa Wealth's wrap proposition Elevate rose 75% in 2011 to £1.3bn, bringing total platform assets under administration to £3.5bn.

clock 16 February 2012 •

Wrap/platforms

Blog: Clean share prices? It's a black and white case

Cofunds head of commercial, Russell Lancaster, says clean share classes represent the ultimate in transparency.

clock 15 February 2012 •
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