IFAs
Avalon expects IFA and discretionary manager collaboration - FT Adviser June 10, 2010
Avalon Investments, the wrap provider, predicts an increase in IFA interest to establish a working relationship with discretionary fund management groups.
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Focus: Platform to the future - Investment Adviser May 10, 2010
Investment platforms may be core to the 'future' of retail investing, but as a topic they are considered rather dry by comparison to the 'sexier' Retail Distribution Review (RDR).
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Avalon expects maximum investment plans to make comeback.
Avalon Investment Services is looking to create new products after the election to cater for higher earners losing out as a result of restrictions on pension relief and the new 50 per cent income tax rate
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Avalon Calling - By Jeremy Newbegin. director at The Ethical Partnership.
A look at some of the factors a IFAs consider when choosing a Platform/Wrap service.
Read the full article here.
http://www.moneymarketing.co.uk/wrap-and-technology/avalon-calling/1010858.article
IFA Online 24th March 2010 - Budget 2010: Good news for your clients? Director Harry Kerr shares his views on the Budget.
Read the full article here
http://www.ifaonline.co.uk/ifaonline/news/1597975/budget-2010-good-news-clients
Professional Adviser 22nd March 2010 - RDR, Director Harry Kerr comments on the view that RDR will have very little impact on the high-end of the market.
Read the full article here
http://www.ifaonline.co.uk/ifaonline/news/1597289/rdr-hit-ifas
Money Marketing 18th March 2010 - Avalon is considering launching an offshore bond and insurance policy on its platform similar to a maximum investment plan.
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Avalon Wrap celebrates 10 years in platform market.
Avalon Wrap has put its longevity in the market down to quality of service, as the platform celebrates 10 years since launch.
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News analysis: Niche wraps are taking off by Iain Martin 28 April 2009
Opportunities are opening up for small firms to launch niche wraps and the interest from advisers is palpable
Read the fill article on CityWire here
http://citywire.co.uk/adviser/-/features/other/content.aspx?ID=338511
The Ethical Partnership Pilots discretionary service from Avalon
The Ethical Partnership has piloted a socially responsible discretionary portfolio management service (SRDPMS) from Avalon Investment Services, which will be launched to coincide with National Ethical Investment Week (NEIW) this month.
Full article here: