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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.
SIPP investors who have the vast majority of their assets held in Unit Trusts or OEICs may be better off using a platform pension due to cost, says Skandia.
Alliance Trust has alerted the Financial Services Authority (FSA) after a number of its shareholders received bogus telephone calls offering to buy shares at double their market value.
Other News - Investment Trusts articles
Risk profiling, getting the right balance with pension funds and investing in America were all over the nationals at the weekend. Here's what your clients will be calling you about this week.
The winners of the Investment Week Investment Trust Awards 2011 were announced at a glittering ceremony in London last night.
Morningstar has changed its methodology for rating closed-ended funds, with the aim of making it easier for investors to compare risk-adjusted performance against open-ended equivalents.
Three companies providing will and trust writing services were wound up last week after an operation by Company Investigations (CI), a branch of the Insolvency Service.
Fidelity's Anthony Bolton has said he remains a world equity market bull despite a global situation that he said resembles "a big game of poker".
Nationals round-up: Investment trusts continued to get more publicity, while power of attorney, pensions, downsizing and fee-based advice all got a mention.
Anthony Bolton’s £674m Fidelity China Special Situations fund has made its first share buyback since listing on the London stock exchange fifteen months ago.
Fidelity’s Anthony Bolton has said he expects changes to US listings regulations following concerns over reverse takeovers and admitted market conditions in China have surprised him.
F&C Investments' Julie Dent is set to retire from fund management on 30 September and will hand over the reins of the £490m British Assets investment trust to Phil Doel.
Group gives Gait and Paul freedom to invest up to 20% in stocks listed outside region.
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