We are at that point in the year when a lot of advisers are making sure their clients have used up the maximum (and diminishing) pension allowances and made full ISA contributions for themselves and their families.
All of this is textbook and sensible financial planning, but it is not that exciting. How many clients get excited by the prospect of saving or deferring tax? Not many, I would guess. So it surprises...
Forcing KIID and prospectus changes
Countdown to 31 October
The Woodford Income Focus fund (WIFF) lost a third of its assets in the month of June alone, as investors continued to flee from funds managed by Neil Woodford, according to data provider Morningstar.
Artemis and Woodford
Broadening reach to wider audience