Isa sales top story of 2011 for Financial Planner Online
Isa sales were a favourite topic on Financial Planner Online during 2011, being the most-read articles on the site last year.
The story ‘IMA reports highest ever gross ISA sales’ received the most hits on the site with 628 readers clicking to read the story.
In June the Investment Management Association reported highest ever gross Isa sales revealing fund managers sold £1.3bn worth of Isas in April.
Next was the launch of a new risk profiling tool by wealth management firm Iveagh which saw 393 hits.
The eValue risk profiler tool was developed following a review by the Financial Services Authority which found flaws in nine out of 11 risk profiling tools.
Third was a report of a panel debate at the Morningstar Investment conference in May which drew 381 hits.
The debate between Jasper Berens from JP Morgan Asset Management, Gary Shaughnessy from Fidelity and Rob Stevenson from Kingmakers Group questioned restricted versus independent advice, passive versus active asset management, risk-based solutions versus model portfolios and the value of advice versus the value of asset management.
Paraplanning was another popular subject last year with the Institute of Financial Planning’s Certificate of Paraplanning being recognised by the Chartered Insurance Institute which drew 360 hits.
The qualification was awarded 20 non-unit specific credits for CII candidates studying at Diploma level.
Finally, the fifth most read story was the launch of a new investment Isa and dealing account on the AJ Bell Sippcentre platform which saw 353 hits.
AJ Bell said the new feature would offer “the pricing benefits of a fund platform where clients invest in retail funds and the investment functionality of a low-cost wrap platform where they invest wide of this.”