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Compliancy Services: September 2011 Newsletter


The second issue of our newsletter for September 2011

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M&G: The outlook for fixed Income after the summer of discontent


Richard Woolnough, manager of the M&G Corporate Bond Fund, M&G Strategic Corporate Bond Fund and M&G Optimal Income Fund, will give his thoughts on the fixed interest investment landscape

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Prudential: The benefits of asset allocation


With adviser charging fast approaching at the end of 2012 and the need to carefully manage resources to support the management of investment risk with clients

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Artemis: The Hunters' Tails


Either — or? A fortuitous furlough ... As we resume, happily markets have recovered at least some of August’s frightening falls, when ‘high frequency trading’ met low volumes

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Avelo introduces updated ascentric bulk valuation feed into adviser office


Users of Avelo’s Adviser Office, the market leading back office system, will benefit from an upgraded bulk valuations feed from Ascentric.

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Scottish Widows: The September edition of techtalk is now available


See how your business could benefit as our financial planning team identifies the latest opportunities in the market.

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BNY Mellon: Income-bearing assets provide firm foundations for global property markets


Outlook for the global property securities market remains pretty positive, says Urdang’s Alan Supple

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Thames River: Tales from the River


The ninth edition of "Tales from the River", our multi-manager newsletter for financial advisers.

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Prudential: Income Choice Annuity guarantee charges


Our Income Choice Annuity guarantees to pay clients an income for life and also guarantees that their income will never fall below a certain amount

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Fidelity FundsNetwork’s call to action on VAT ‘your industry needs you’


With HMRC planning to issue guidance that will impact the way VAT and adviser fees are treated, Fidelity FundsNetwork™ has launched a campaign for advisers to speak out so that their views and issues are positively addressed.

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37% increase in new business for Royal London 360°


Royal London 360° has recorded an increase in new business of 37%* during the first six months of 2011, compared to the same period last year.

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J.P.Morgan Asset Management - Onside with Gartside


Register now to join Nick Gartside in the first in a series of monthly fixed income updates on Thursday 7 July 09:30 BST.

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J.P. Morgan Asset Management - Onside with Gartside


Join Nick Gartside, manager of the JPM Strategic Bond Fund, for his monthly fixed income update: Onside with Gartside. Thurs 1 Sept 09:30.

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Asset.tv: Aberdeen Asset Management


Equities: a skill game, not a luck game - a look at Active Management with Peter Elston of Aberdeen Asset Management Asia, Karen Dolan of Morningstar and Martijn Cremers of the Yale School of Management.

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Prudential: Latest EGR performance announcement


Prudential are pleased to confirm that the Expected Growth Rates (EGR) remain unchanged for the next quarter.

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Comment from Close AM ahead of Bernanke speech‏


Nancy Curtin, Chief Investment Officer at Close Asset Management, comments ahead of Ben Bernanke’s speech at Jackson Hole summit on Friday 26th August

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Latest news from the SWIP Fixed Income desk


Welcome to the latest edition of SWIP's fixed income update, bringing you the latest views, analysis and insights direct from SWIP's Fixed Income desk. 

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Save the Date - The Power of 3 Roadshow


Join BlackRock, J.P. Morgan Asset Management and Schroders for the 2011 Power of 3 Roadshow.

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BNY Mellon: Is the US and Eurozone economic rollercoaster set for another dip?‏


The piecemeal approach of European policymakers poses the greatest systematic risk to the global economy

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BNY Mellon Global Emerging Markets Equity Value Fund


BNY Mellon Global Emerging Markets Equity Value Fund with Carolyn Kedersha of The Boston Company

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LV= announces more flexible lending policy for equity release


The updated policy follows direct feedback from advisers on having a clear understanding of the types of properties that can be lent against for equity release.

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Join BlackRock for a Call on Navigating Through an Uncertain Environment


Navigating Through an Uncertain Environment: Economic Uncertainty, Debt Issues, and Market Volatility

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Asset.tv: SWIP Strategic Bond Fund


SWIP Strategic Bond Fund with Roger Webb and Luke Hickmore

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BNY Mellon: Newton Global Higher Income Fund update - Webconference 25 August‏


James Harries, lead manager of the Newton Global Higher Income Fund will give an update on the Fund's recent performance

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Royal London 360° appoints new Regional Sales Consultant – Africa


Royal London 360° has increased its African sales team. Wayne Badura has joined the offshore life company as Regional Sales Consultant.

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Chris Bailey, Head of Global Direct Investments at Close Asset Management, comments on renewed discussions on quantitative easing


“The return of high levels of volatility in recent weeks inevitably is leading to calls to reinstate the policy of quantitative easing we saw in 2008-9. Over the last couple of weeks both the European Central Bank and the Bank of Japan have enacted new support mechanisms

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LV=Pensions shortfall will give biggest boost to equity release sales


New research from equity release specialist LV= reveals that the vast majority (98%) of IFAs believe equity release will be a big future growth area and crucial in meeting the needs of the UK’s ageing population.

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Nucleus welcomes three new member-firms


Nucleus, the IFA-owned and controlled wrap platform, has welcomed a further three IFA firms to its adviser community, taking the total of new firms to sign up to the platform in 2011 to 16.

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F&C: Falling yields underline need to diversify income sources


Every year in July, I conduct a review of most of the IMA yielding sectors, on Lipper, to identify trends in distribution yields. The data for one year to both July 2010 and July 2011 has revealed that all such sectors have had consistent and significant falls in their dividend yields during this two-year period.

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A return to recession can’t be ruled out, says BNY Mellon's Jack Malvey


The current market downturn looks set to persist for another few months

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Nucleus introduces new valuation tool for advisers


Nucleus, the IFA-owned and controlled wrap platform, has introduced a new valuation tool designed to improve the quality of information available to advisers and their clients.

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New affordable guarantees from Prudential


Hopefully, by now you will have seen our recent announcements about the launch of our exciting new range of guarantees produced in response to customer and adviser feedback.

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J.P. Morgan Asset Management - Follow @JPMAM_UKAdviser on Twitter


We are pleased to announce that J.P. Morgan Asset Management UK is now on Twitter, the official feed for UK Advisers and Paraplanners.

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Latest news from Events-Hub


Your opinion is really important to the fund managers that sponsor Events-Hub. Two new surveys have been added to the Research Centre.

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The Brothers are revolting?


Sadly, despite being invited, I was unable to attend the meeting in question yet I was surprised and to a degree dismayed to see this headline “Industry figures in talks to set up trade body rival” hitting the news pages last week

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Skandia: 5 years of Best Ideas investing - meet the managers


The Skandia Global Best Ideas Fund has outperformed its peer group by over 16% since its launch over five years ago* and is 'A' rated by OBSR.

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SWIP: Blog update - Doing the Hokey Cokey


You put your left arm in, your left arm out In out, you shake it all about You do the Hokey Cokey and you turn around That's what it's all about...

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Asset.tv: Old Mutual Global Strategic Bond Fund


Old Mutual Global Strategic Bond Fund - Cowley: Sold out of euro but yen looks strong‏

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The Investment F1orum


Allianz Global Investors, BlackRock, M&G Investments, Old Mutual Asset Managers and Schroders have once again joined together to provide you with an exclusive opportunity to hear from five leading fund groups.

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JP Morgan: Special market update - Monday 15 August 2011


The call will commence Monday 15 August at 10:30am BST. Register now.

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