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Financial Planning News
Listed below, you will find a selection of news articles and information related to Financial Planning. If you would like to submit an article/s for inclusion within this section, please send details to: sue@financialplanning.org.uk If you would like to view any backdated copies our Financial Planning news please contact the IFP direct on: +44 (0) 117 945 2470 or: enquiries@financialplanning.org.uk
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| JP Morgan Cautious Total Return Monthly Commentary |
| This months commentary for JP Morgan's Cautious Total Return Fund contains the following: Focused on capital preservation – flexible portfolio limited to a maximum 40% equity exposure, aiming to provide some downside protection in difficult markets. Targets cash plus returns – aims to deliver returns in excess of cash over the medium term with low levels of volatility. Ideal for wide-ranging investor needs – provides an alternative to bond and balanced funds for cautious investors; can improve overall portfolio diversification.
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| 28/07/2010 |
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| Justin's Commentary - So who is Frank Dodd? |
| Forget Frank Dodd, it is in fact Dodd Frank that we should remember. Chris Dodd is the
chairman of the US Senate banking committee, and Barney Frank (who should be a cartoon
character, surely) is chairman of the House (of Representatives) financial services committee.
These are, if not the authors, then certainly the names responsible for the new US financial
regulation bill. So why should we care? |
| 26/07/2010 |
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| JP Morgan Asset Management Premiership Rugby 7s - Group A results |
| In partnership with Premiership Rugby, J.P. Morgan have created a brand new 7s series for the 12 Premiership Clubs. An annual competition designed to inspire new talent, the J.P. Morgan Asset Management Premiership 7s Series will turn the page on a new chapter in rugby. |
| 23/07/2010 |
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| Justin's Commentary - Cocking a CNOOC? |
| At the time of writing this, the BP gusher appears to have been capped. If true and sustained, then in Churchillian terms this is “Not the end. It is not even the beginning of the end. But it is perhaps, the end of the beginning”, because this is just the stopping of the core damage and
nowhere near the stopping of the financial damage. |
| 19/07/2010 |
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| Ascentric launches Key Features Builder Tool |
| Independent wrap platform Ascentric today announces the launch of its unique Key Features Builder Tool for advisers. The tool was developed in association with fund information provider FundsLibrary as a way of demonstrating the holistic platform cost of setting up product wrappers to clients. |
| 14/07/2010 |
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| Justin's Commentary - Double Dipping? |
| I always thought that a double dip was some terrible faux pas at a cocktail party with limp celery and the warm houmus. Now I know better – it is of course a non specific economic term that appears to have now become common parlance. It certainly has little precision, as some imply that it could mean a dip back into recession and others that it is a mere slowdown. Either way though it seems to be talked about in the terms that imply that only dark days and doom lie ahead. |
| 12/07/2010 |
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| Grant Management - encourates investors to buy now as confidence in residential property market continues to grow |
| Recent news has indicated that confidence in the UK property market means that now is a better time than ever to buy. According to a recent article in the Financial Times (14th June), the UK housing market is attractive to investors given its resilience over recent years. |
| 09/07/2010 |
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| IFP Press Release - IFP welcomes clarification of professional standards requirements under RDR |
| IFP is pleased that amongst other things, the regulator has clarified which qualifications will exempt authorised individuals from the need to sit the new level 4 examinations. |
| 08/07/2010 |
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| Platforms and the Financial Planner - Melanie Holman, Compliance and Training Ltd |
| Following a review of client files across twelve firms, the FSA issued their findings alongside a discussion paper on how wrap platforms and fund supermarkets are used in March 2010 (DP 10/2 Platforms: delivering the RDR and other issues for discussion). |
| 08/07/2010 |
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| JP Morgan Global Consumer Trends Fund |
| JPM Global Consumer Trends Fund has received an A rating from leading ratings agency OBSR. The Fund, up an impressive 34.5% since launch in April 2008, is unique in tapping in to future spending patterns to maximise capital performance. |
| 07/07/2010 |
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