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eValue's Moss says risk assessment will be critical post-Budget
- Wednesday, 14 May 2014
- Articles
eValue strategy director Bruce Moss has told a London conference that assessing client risk will be more important in the post-Budget world where annuities are no longer necessary.
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On the Wight track – Financial Planner's ultra challenge
- Wednesday, 14 May 2014
- Articles
A 106km ultra marathon is the challenge ahead for a Financial Planner this summer.
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Annuities 'key part' of retirement planning despite reforms
- Wednesday, 14 May 2014
- Articles
A poll by Broadstone Corporate Benefits found nearly three quarters of its trustees and sponsoring employers expect annuities to remain a key part of retirement planning despite the Budget reforms.
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Morningstar survey finds a lack of trust in advisers
- Tuesday, 13 May 2014
- Articles
A panel discussing the Future of Advice at the Morningstar Investment Conference heard that a consumer survey for the session found a 'lack of trust' as a key reason consumers avoided using a financial adviser.
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Japanese market "very, very cheap" says Polar's Salter
- Tuesday, 13 May 2014
- Articles
James Salter, director of Japanese Equities at Polar Capital, says that the Japanese market is currently "very, very cheap."
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FCA tells firms to present fund charges clearly
- Tuesday, 13 May 2014
- Articles
The FCA has told firms today they must present their fund charges clearly following a review.
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FCA and industry experts to address delegates
- Tuesday, 13 May 2014
- Articles
A technical specialist from the Financial Conduct Authority will be among leading speakers addressing advisers about the state of the industry at a conference tomorrow.
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Invesco's Read says interest rates could rise in 2015 in US and UK
- Tuesday, 13 May 2014
- Articles
Paul Read, co-head of fixed interest at Invesco Perpetual, says UK and US interest rates could rise in 2015 but he believes that any increases will be "modest."
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IFP chief exec: New firm tackles 'advice gap' head on
- Tuesday, 13 May 2014
- Articles
The IFP's chief executive says a new consumer advice firm which aims to help bridge the 'advice gap' following RDR could change the market for the better.
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Doctors, lawyers and dentists fear insufficient retirement income
- Tuesday, 13 May 2014
- Articles
Most professionals are worried that they will not be able to adequately fund their retirement, research has suggested.
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