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What does advice cost?
The consumer champion Which? has suggested that IFAs published details of their fees online, after a study found charges for […]
Julia Docker
Jan 16, 20122 min read


Friday 13th: Unlucky for Europe
Influential agency Standard & Poor’s has downgraded the credit rating of nine eurozone countries, including France. Only Germany, Finland, Luxemburg […]
Julia Docker
Jan 14, 20122 min read


Market numbers: Friday 13th January 2012
The FTSE 100 index of leading UK company shares finished the week at 5,636.64, down 25.78 points or -0.46% on […]
Julia Docker
Jan 14, 20121 min read


Picking funds based on past performance
By now, we are all familiar with the risk warning about past performance not being a reliable guide to future […]
Julia Docker
Jan 12, 20122 min read


Skyscrapers & economic slumps
A new study from Barclays Capital has revealed an “unhealthy correlation” between a boom in skyscraper building and economic crashes. […]
Julia Docker
Jan 11, 20121 min read


What does it cost to invest?
When it comes to investing money, there are three distinct costs. Investment funds have an annual management charge (AMC) which […]
Julia Docker
Jan 9, 20122 min read


Market numbers: Friday 6th January 2012
The FTSE 100 index of leading UK company shares finished the week at 5,649.68, up 25.42 points or +0.45% on […]
Julia Docker
Jan 6, 20121 min read


When things go wrong
Investors dealing with UK authorised and regulated financial services companies receive a great deal of protection in the event of […]
Julia Docker
Jan 6, 20122 min read


Investment Outlook report for Q1 2012
We have today published our latest Investment Outlook report, for the first quarter of 2012. This is a document we […]
Julia Docker
Jan 4, 20121 min read


An absolute failure?
New figures published in The Telegraph today show that over half of absolute return funds failed to deliver an absolute […]
Julia Docker
Jan 2, 20122 min read


Market numbers: Friday 30th Decemer 2011
The FTSE 100 index of leading UK company shares finished the week at 5,572.28, up 5.51 points or +0.10% on […]
Julia Docker
Dec 31, 20111 min read


Market numbers: Friday 23rd December 2011
The FTSE 100 index of leading UK company shares finished the week at 5,512.70, up 55.73 points or +1.02% on […]
Julia Docker
Dec 23, 20111 min read


The year ahead in bond markets
M&G Investments have produced a very interesting briefing note for financial advisers, looking at the outlook for fixed interest and […]
Julia Docker
Dec 21, 20112 min read


Where will the FTSE 100 end 2012?
At this time of year, investment pundits start sharing their predictions about the likely performance of individual asset classes over […]
Julia Docker
Dec 19, 20113 min read


Market numbers: Friday 16th December 2011
The FTSE 100 index of leading UK company shares finished the week at 5,387.34, down 13.51 points or -0.25% on […]
Julia Docker
Dec 16, 20111 min read


Five investments to avoid in 2012
2011 has been a tough year for investments. Or perhaps it is more accurate to say that 2011 has been […]
Julia Docker
Dec 16, 20113 min read


Market numbers: Friday 9th December 2011
The FTSE 100 index of leading UK company shares finished the week at 5,529.21, up 45.44 points or +0.83% on […]
Julia Docker
Dec 9, 20111 min read


What is ‘cautious managed’?
The latest figures from an investment supermarket show that over half of their net sales last month went into Cautious […]
Julia Docker
Dec 9, 20112 min read


Escaping from investment products
All financial advisers must adhere to the Treating Customers Fairly (TCF) principles established by the Financial Services Authority. Outcome six […]
Julia Docker
Dec 7, 20112 min read


Banks, elderly customers & bad investment advice
The Financial Services Authority (FSA) has issued its biggest ever retail fine of £10.5m to HSBC as a result of […]
Julia Docker
Dec 5, 20113 min read
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