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Financial advisers

Welcome to the AIC’s financial adviser centre. Here, you can access statistics, performance data, training, news, guides and videos on the investment company industry, including investment trusts and VCTs. All our services for financial advisers and wealth managers are free of charge and our CPD is accredited by professional bodies.

Spotlight – July 2019

12 July 2019

This month in Spotlight, find out about our autumn training seminars, explore the social benefits and political risks of infrastructure, and see which manager has been running the same investment company since the pound coin was introduced.

Riding the storm

26 April 2019

David Prosser takes a look at recent noise regarding Neil Woodford’s Patient Capital Trust and examines the benefits of the closed-ended structure in the case of this fund.

The price is right?

17 April 2019

Simon Elliott, head of investment trust research at Winterflood Securities, has argued that lower fund fees are not always good news for investors, David Prosser evaluates.

Earning your keep

15 April 2019

David Prosser explains key investment company advantages and why he thinks the idea of closed-ended funds not being suitable for most IFA clients is out-of-date.

A hero’s welcome

5 April 2019

David Prosser takes a look at our next generation dividend heroes, the investment companies that have raised their dividends every year for at least 10 years but less than 20.

Dealing with it

2 April 2019

David Prosser takes a closer look at the implications of open-ended Woodford Equity Income selling some of its unquoted holdings to the Patient Capital Investment Trust.


Learning zone

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Face to face training

Find out about the AIC’s face to face training for financial advisers and wealth managers.

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Adviser introduction to investment companies

Portfolio watchlist

Choose and store a selection of companies you can view and compare later.

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