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News

Investment

Peak steps down from TR European Growth trust

Henderson's head of pan-european equities Stephen Peak has stepped down as lead manager of the £280m TR European Growth trust.

clock 10 May 2011 •

Investment

Leaviss: QE3 would cause dollar to collapse

A third round of quantitative easing in the US would lead to the collapse of the dollar, M&G's Jim Leaviss has warned.

clock 10 May 2011 •

Tools

Morningstar integrates FinaMetrica into Adviser Workstation

Morningstar has integrated the FinaMetrica financial risk profiling tool into its Adviser Workstation.

clock 10 May 2011 •

Regulation

Data collection: Today's proposals digested

The FSA will collect more data from firms after 2012 and monitor their activities to "mitigate the risk of poor consumer outcomes" and make sure they have implemented its adviser charging rules.

clock 10 May 2011 •

RDR

Data collection: Small firms fear biggest bill

Small firms expect they will be hit harder by the ongoing cost of implementing the FSA's data collection rules compared to their larger counterparts and banks.

clock 10 May 2011 • 2 min read

RDR

FSA to monitor complaints data on individual advisers

The FSA wants to monitor complaints data for individual advisers throughout their careers, with information linked to Individual Reference Numbers.

clock 10 May 2011 •

uncategorised

Data collection: FSA to calculate firms' 'typical' consultancy charge

The FSA has proposed to collect and monitor data on how much advisers charge for advice on group personal pensions (GPPs).

clock 10 May 2011 •

RDR

Data collection: Firms must break down adviser charging revenue

(Updated) The FSA is proposing to add two new sections to the RMAR meaning firms must disclose adviser and consultancy charging revenue as well as data on client numbers and charging structures.

clock 10 May 2011 •

Offshore Investment

Advisers warned to check international health needs

Advisers with clients planning to work or live abroad should remain vigilant when it comes to health insurance needs. The UAE has announced a new medical test regime for expats.

clock 10 May 2011 •

Europe

Europe tackles responsible investment standards

The European Fund and Asset Management Association (EFAMA) is calling for more transparency on Responsible Investment (RI) in order to allow investors to be able to better compare products.

clock 10 May 2011 •
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