Under the new code of conduct for financial advisers that commenced on July 1 it is compulsory to achieve 20 credits of professional development over a 12-month period. In attending the annual conference of the Institute of Financial Advisers (IFA) it is possible to receive up to 12 credits. read more …more

Activist investor Laxey's discount target was rebuffed by Alliance Trust shareholders. Alliance has promised to be more proactive, but it's performance that counts, says Heather Connon. …more

JPMorgan Inv. Trusts - Net Asset Value(s) …more

Aberdeen Inv. Trusts - Net Asset Value(s) …more

The charitable lead trust is a tool used by the rich to pass on money to heirs while avoiding certain taxes, but establishing such a trust is complicated. …more