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adviser-clients

Majority of advisers say the overall impact of RDR has been positive finds survey

28 January 2015 3:01 pm | By Philip Scott

Survey from Investec Wealth & Investment finds the majority have experienced business growth

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Opinion

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Fund Strategy

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Stateside: My kingdom for a house

Fund Strategy - December 2014 | By Vanessa Drucker

The US has acted ‘like Richard III’ in its treatment of government-sponsored entities and led to rebellion

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Featured

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John Chatfeild-Roberts: Yield trip full of surprises

17 June 2014 1:24 pm | By John Chatfeild-Roberts

The strength of government bond markets has surprised many this year.

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Nick Poyntz-Wright: Why the FCA is concerned about adviser fee disclosure

13 June 2014 3:29 pm | By Nick Poyntz-Wright

As it approaches its next phase of thematic review, the FCA has discovered that many firms’ approach to disclosure was “going into a restaurant and being asked to order without being allowed to see the menu or the price list”.

Analysis

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Profile: Morningstar's Dan Kemp on why fund managers are like poker players

22 January 2015 0:00 am | By Michael Berry

Morningstar’s Dan Kemp explains why great managers are like poker players and how investment banks undervalue theologians.

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Will Govt crackdown spark last minute renewables surge?

11 December 2014 8:00 am | By Sam Macdonald

The Autumn Statement has closed off the final loophole enabling investment in subsidised renewables within a tax shelter like EIS or VCT.

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Why delivering a dividend isn't enough for S&W's Frikkee

Fund Strategy – Sept 2014 | By Adam Lewis

‘Just delivering a dividend is not enough, I want excitement,’ says S&W’s UK Equity Income Trust manager 

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Why numbers are not everything for Schroders' James Sym

Fund Strategy - July 2014 | By Gary Jackson

The Schroders pan-European equity manager on making funds his own empires and showing a flair for enterprise.

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