Industry news and views from Panacea and our partners.
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Defaqtos adviser publications accredited by the IFP for Continuing Professional Development
Independent financial research company Defaqtos publications are now recognised as contributing to the continuing professional development of investment advisers, financial planners and paraplanners by the Institute of Financial Planning (IFP).
Artemis Global Income Fund webcast
Jacob de Tusch-Lec, manager of the £42* million Artemis Global Income Fund will be taking part in a live webcast on Wednesday 3 August 2011 at 10.30am.
Fidelity FundsNetwork extends account fee option
Fidelity FundsNetwork has extended its Account Fee* option in response to adviser feedback. From the 25th July 2011 all advised clients will be able to opt into Account Fee pricing and take advantage of the benefits straight away.
LV= Schools out for summer and parents set to spend £8.6 billion on childcare and entertainment
As the end of the school year approaches, the Cost of a Child Report from protection specialist LV= calculates that UK parents are set to spend £8.6 billion over the summer break on childcare (£3.2 billion) and entertainment (£5.4 billion). Earlier this year, a report by LV= found that on average, parents will spend £210,000[2] in total to raise a child from birth to age 21.
SWIP has launched a new blog - the Selection Specialists.
This blog from SWIPs Multi-Manager team provides a forum for the team to include regular commentary on topical market and economic changes as well as their views on fund selection, asset allocation and market commentary.
BNY Mellon: NewsWire
Iain Stewart, lead manager of the Newton Real Return Fund, looks at the likelihood of a Greek default
Defaqtos five point plan for restoring value in critical illness cover for advisers
Independent financial research company Defaqto has today published a guide which highlights the opportunities that critical illness cover offers advisers
Thames River Multi-Capital Review - July 2011
Income is in demand, with investors actively seeking out alternatives to the lacklustre returns on cash and challenges being faced by other traditional income producing assets.
LV= free Little Book of Protection
Like many people your clients might think lifes too short to worry about what might happen in the future.
LV= The Waiting Game
Sometime in the next 3 or 4 weeks before our friends in the House of Commons break up for their annual 6 week sojourn the Finance Act should receive Royal Assent. Why is this important?
Greater choice of guarantee terms from Prudential
After listening to feedback from customers and advisers, Prudential have recently launched an enhanced range of guarantees available under its PruFund Protected Cautious Fund and PruFund Protected Growth Fund.
Asset.tv: Schroders Global Economic Update
Keith Wade explains soft patch in economic activity
Artemis: The Hunters' Tails: Six reasons to be cheerful ...
Of course the whole world could still go to blazes in debts handcart. It might well. But on balance, we prefer to remember that the FTSE 100 is (just) above its level as 2011 began.
Foot Anstey latest news
The failed judicial review by the banks of the FSA's PPI Complaints Rules may leave some IFAs with mixed feelings. Whilst there appears to be little dispute that...
Schroders: Austerity splits European views on economic outlook
A recent Pan-European investor sentiment survey conducted by Schroders revealed that investors from countries with the lowest needs for fiscal austerity are the most optimistic about their own country's economic outlook and also the global economic outlook for 2011.
F&Cs question of the month: Investors prepared to take long-term view of equities
Latest research from F&C Investments paints an encouraging picture of investors' expectations of equity investment, in contrast to a recent Bank of England report raising concerns over the rise of short-termism in the markets.
Ascentric extends tax wrapper offering
Independent wrap Ascentric has added Sanlam as a new Product Partner with the addition of its 'Transfer Pension Portfolio' (TPP), to the platform. Sanlam's TPP, currently only available through Ascentric, is the first Section 32 to be offered on the platform and extends further the choice of tax wrappers available.
Thames River Multi-Capital newsflash
For the near 500 people that we saw during the recent Multi Manager Forum, thank you for attending. Those that attended will know that we believe the risk outlook favours equities, despite the ongoing global issues (the known unknowns) that have played havoc with investor sentiment in recent months.
BlackRock: Weekly gold report w/e 1 July 2011
The "risk on" trade dominated the market this week after Greece approved its austerity package, which dampened the demand for "safe haven" assets such as gold bullion. The metal closed down 0.6%, but managed to hold above the US$1,500/oz level.
Index Funds from BlackRock
Index (or passive) investing is nothing new, yet its true to say that the debate about whether to go active or passive is more than ever in the spotlight.
BNY Mellon: Long Term Global Equity Fund update webconference with Francis Sempill
Francis Sempill, investment manager will discuss the classical, fundamental long term global equity investment approach in place at Walter Scott and talk specifically about the successful BNY Mellon Long Term Global Equity Fund.
BNY Mellon: Wen 'goes West' - a remedy for boosting growth
Hugh Simon, chief executive officer at Hamon, BNY Mellons specialist Asian equity investment boutique, looks at the health of the Chinese economy as the Chinese Premier, Wen Jiabao, makes an historic state visit to the UK. The BNY Mellon Vietnam, India and China (VIC) Fund, managed by Hamon, is now available to UK investors.
BNY Mellon: Long Term Global Equity Fund update webconference
Francis Sempill, investment manager will discuss the classical, fundamental long term global equity investment approach in place at Walter Scott and talk specifically about the successful BNY Mellon Long Term Global Equity Fund.
Rayner Spencer Mills: New Multimanager Guide
Our updated Multimanager Adviser Guide together with detailed fund factsheets are now available to download
Artemis: The Hunters' Tails, Timeo Danaos? Now non ...
So a rally of relief as, for the time being, investors are making less of a drachma out of this crisis.
Free RDR Roadshow with Origo, Plum Software, Standard Life and Voyant
Entitled "Tools and technology to help you embrace the RDR" , the sessions are free to attend and will be interactive. You will meet industry experts from Standard Life, Plum Software, Voyant and Origo.
F&C: Why geography is history for FTSE 100 investors
Investment orthodoxy has it that for UK investors an allocation to home-grown large-cap equities is the first step on the stockmarket risk ladder.
Update on the new rules on electronic marketing and cookies
On 26th May 2011, the amended Privacy and Electronic Communications Regulations came into force, covering all aspects of electronic marketing.
Royal London 360° withdraws credit card charges on LifePlan
Royal London 360° has withdrawn credit card fees on its regular premium whole of life international* protection product, LifePlan.
BlackRock: Index Funds
At BlackRock, we believe there is no contradiction between offering both index and active products. Moreover, both investment strategies can be complementary to each other and are frequently used side by side by investors.
Asset.tv: Watching Brief
This report features the Watching Brief special on the JPMorgan Natural Resources.
Registered Life Planner - Listening is at the heart of her learning
Tracey Evans the Associate Partner at Ashley Law Crawley Independent Financial Advisers explains why she embarked on an 18 month period of intensive study, learning and self reflection to become a Registered Life Planner.
F&C: Greece passes vote for austerity package
As expected, the Greek Parliament voted in favour the austerity measures that are a necessary condition for receiving the next tranche of aid from its original bail-out from last May
Ascentric reaches profitability milestone
Independent wrap Ascentric announces it has been operating as a profitable platform for the last two months. This follows announcing a record increase of 72% in new assets for the first quarter of this year
Asset.tv: BlackRock Equity Income Proposition
BlackRock Equity Income Proposition - Give your clients money a job
Asset.tv: Close Asset Management - DFM Hidden Alpha Special Bulletin
Does it make sense for advisers to outsource to a Discretionary Fund Manager (DFM)?
BNY Mellon: NewsWire
The Greek government needs to agree upon a series of austerity measures before it receives another bail-out
Schroders: Ten reasons why a buying opportunity in high yield is approaching
Macro concerns have caused market volatility to rise significantly in recent weeks, but head of US fixed income Wes Sparks explains why a good buying opportunity in high yield credit is about to emerge.
J.P Morgan Asset Management Solutions for a new bond world
Read our latest insight article where Nick Gartside, international CIO for Global Fixed Income, explains how the dynamics of the global bond market have changed over recent years and suggests how investors can position themselves to benefit in this new bond world.
F&C: Survey: majority fail to count the cost of risk aversion
The results of a recent survey carried out for F&C Investments by online market research specialists www.OnePoll.com make for interesting if not exactly inspiring reading.