Industry news and views from Panacea and our partners.

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Aegon: Some clarity from HMRC on VAT and Adviser Charging


HM Revenue & Customs has changed its stance on VAT under adviser-charging

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BlackRock: Weathering uncertain markets


Managing an investment portfolio has always been challenging, and the most recent market cycle has tested investors’ commitment to their long-term investment plans.

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BNY Mellon: Eurozone tragedy: Greece to exit stage right?‏


The risk of contagion remains, and Portugal could be a casualty should Greece default

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Artemis: The Hunters' Tails


The end of oats? C’est charmant, ça. Certain French bonds are known as Obligations Assimilables du Trésor (OATs.) The eurobond’s rise will be their demise. Blog. App. SICAV. Tweet. Eurobond. Cacophony completes?

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Asset.tv Webcast Hub events‏


We have created the first industry-wide calendar for all upcoming, adviser promoted, teleconference and webcast events - including those not managed by Asset.tv.

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Defaqto: Due diligence remains key to unlocking multi-manager potential


According to independent financial research company Defaqto, in the run up to Retail Distribution Review (RDR) implementation advisers are likely to view multi-managers as an effective route for outsourcing clients’ investment portfolios

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Invitation - 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: Greek drama continues to grip market participants


France, a high-support country within the Eurozone, has felt the impact of the recent turmoil

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Act now to secure your place at the Multi-Manager Forum


The next Multi-Manager Forum, which will take place at various venues around the country from 11th to 21st October.

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F&C’s Question of the Month: higher fees risk putting parents off English university education


The new university funding regime has polarised respondents to F&C Investments’ latest Question of the Month mini-survey.

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Death by Dogma? The Great Borrowing


Spare me from zealots of any kind – religious, political and even economic.

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BNY Mellon: Is now the time to let Greece slip away?


We believe Europe remains the biggest risk to the global economy, says Newton’s Paul Brain

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Artemis: The Hunters' Tails


How times change. Ten years ago on Sunday, as a great evil was in train the US was running a budget surplus. Oil was $28/barrel, the S&P 500 stood at 1,092 and the US economy was taking the crash of dotconnery in its stride.

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BNY Mellon Investment Fund range


This is to inform you of some planned changes to the Newton UK equity funds offered within the BNY Mellon Investment Fund range.

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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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