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We don’t play cagey on fees
Apparently, some financial advisers ‘play cagey’ when it comes to the level of their fees. This is according to a […]
Julia Docker
Jan 23, 20142 min read
We don’t want more fund launches
One of the last things investors and financial advisers need in 2014 is more new investment fund launches. This might […]
Julia Docker
Jan 21, 20142 min read
When tracker funds go wrong
Index tracker funds are gradually becoming a more popular choice for investors in the UK. At the end of November […]
Julia Docker
Jan 20, 20142 min read
Market numbers: Friday 17th January 2014
The FTSE 100 index of leading UK company shares finished the week at 6,829.30, closing up 13.88 (+0.20%) on the […]
Julia Docker
Jan 17, 20141 min read
IFA is A-OK
Which investment provider delivers the most satisfying service to clients? The answer, of course, is the Independent Financial Adviser (IFA). […]
Julia Docker
Jan 15, 20141 min read
Market numbers: Friday 10th January 2014
The FTSE 100 index of leading UK company shares finished the week at 6,739.94, closing up 48.60 (+0.73%) on the […]
Julia Docker
Jan 10, 20141 min read
A good year for income investors?
Could 2014 be a good year for income investors? New figures from data analysis group Markit suggest UK companies could […]
Julia Docker
Jan 9, 20141 min read
Market numbers: Friday 3rd January 2014
The FTSE 100 index of leading UK company shares finished the week at 6,730.67, closing up 12.76 (+0.19%) on the […]
Julia Docker
Jan 3, 20141 min read
Child Trust Funds can become Junior ISAs
Some good news on ‘Christmas Eve Eve’ as HM Treasury decides to finally lift the ban on transferring Child Trust […]
Julia Docker
Dec 23, 20132 min read
Market numbers: Friday 20th December 2013
The FTSE 100 index of leading UK company shares finished the week at 6,606.58, closing up 21.88 (+0.33%) on the […]
Julia Docker
Dec 20, 20131 min read
Taper time
As the year comes to an end, the US Federal Reserve has announced it is ‘tapering’ its programme of quantitative […]
Julia Docker
Dec 19, 20131 min read
Market numbers: Friday 13th December 2013
The FTSE 100 index of leading UK company shares finished the week at 6,439.96, closing down 5.29 (-0.08%) on the […]
Julia Docker
Dec 13, 20131 min read
Rising expectations for house price growth
We had a Chartered Surveyor come to visit us yesterday afternoon. Our head office, Sundial House in Cranleigh, is the […]
Julia Docker
Dec 11, 20132 min read
Market numbers: Friday 6th December 2013
The FTSE 100 index of leading UK company shares finished the week at 6,551.99, closing up 53.66 (+0.83%) on the […]
Julia Docker
Dec 6, 20131 min read
Another good month for new equity investments
The latest statistics from the Investment Management Association (IMA) show another good month for the sale of equity investment funds. […]
Julia Docker
Dec 4, 20131 min read
Market numbers: Friday 29th November 2013
The FTSE 100 index of leading UK company shares finished the week at 6,650.57, closing down 3.90 (-0.06%) on the […]
Julia Docker
Nov 29, 20131 min read
Market numbers: Friday 22nd November 2013
The FTSE 100 index of leading UK company shares finished the week at 6,674.30, closing down 7,03 (-0.11%) on the […]
Julia Docker
Nov 22, 20131 min read
Are BIITS replacing BRICs for emerging market investors?
I listened to an interesting webcast this morning from Invesco Perpetual, where their Chief Economist and Chief Investment Officer were […]
Julia Docker
Nov 21, 20132 min read
Market numbers: Friday 15th November 2013
The FTSE 100 index of leading UK company shares finished the week at 6,693.44, closing up 27.31 (+0.41%) on the […]
Julia Docker
Nov 15, 20131 min read
How is your adviser paid?
I read an interesting article in the Wall Street Journal this afternoon, reporting on confusion about adviser fees and regulation. […]
Julia Docker
Nov 13, 20132 min read
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