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DFM

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 •

Wrap/platforms

FundsNetwork builds 'no advice' option to counter legacy confusion

Platform FundsNetwork is developing functionality to allow advisers to declare whether or not their post-RDR activities constitute "advice" in a bid to clear up ambiguities surrounding legacy commission.

clock 16 January 2012 •

Investment

Will 2012 be the year low cost actives dominate?

Could 2012 be the year low cost active funds emerge as a savvy way to keep charges down, or will they be exposed as a get-out clause for managers trying to gain space in the post-RDR world?

clock 15 December 2011 • 3 min read

Structured Products

DFM analysis shows direct investment shortcomings

Almost a third of discretionary fund managers (DFM) cannot deal with direct investments into structured products, according to an analysis of the market.

clock 06 December 2011 •

Investment

Parmenion offers Sarasin investment portfolios

Adviser support specialist Parmenion has linked up with Sarasin & Partners, to provide a range of investment portfolios.

clock 29 November 2011 •

Your profession

This week's news… condensed

Ten of this week's best-read stories...

clock 18 November 2011 •

Investment

FSA fines DFM £15k for breaching client money rules

The Financial Services Authority (FSA) has fined discretionary fund managers McInroy & Wood Limited (MWL) £15,050 for breaching the regulator's client money rules.

clock 15 November 2011 •

Your profession

How to build a strong recurring income model

Patrick Ingram, head of corporate relationships at Parmenion, explains how to achieve an efficient and affordable proposition

clock 03 November 2011 •

Investment

HMRC proposes keeping transaction arrangement VAT-free post-RDR

HMRC has proposed that where advisers arrange transactions for clients their services will continue to be exempt from VAT post-RDR, under draft rules published today.

clock 31 October 2011 •

Wrap/platforms

What to expect from your platform post-RDR

In the wake of RDR, platforms have an opportunity to consolidate their position by providing advisers with all the tools to succeed, says David White, head of Fidelity FundsNetwork.

clock 08 September 2011 •
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