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Author profile

Maria Merricks

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Articles by Maria Merricks

UK

Where I am investing clients for income

Maria Merricks asks top investment managers which vehicles offer the best opportunities.

clock 01 September 2011 •

Regulation

Why you need to know about FATCA

From June 2013, a new piece of tax regulation could have a serious impact on your business.

clock 04 August 2011 •

Your profession

Better Business: Can a friend be a client?

What should you do if a friend or family member wants financial advice? Maria Merricks asks advisers for their tips.

clock 28 July 2011 •

Your profession

How to spot the best graduates

Graduates are usually - but not always - fresh-faced, eager and ready to learn. Question is: how do you spot the ones who are right for your business?

clock 14 July 2011 •

Managed solutions

How to assess the risk of managed funds

Assessing a client's risk appetite is key in multi-asset investing. Maria Merricks reports on the compliance issues advisers need to be aware of.

clock 30 June 2011 •

Adviser tips

Is your network right for you?

Advisers talk to Maria Merricks about why they decided to join their network.

clock 23 June 2011 •

Infrastructure

The inside guide to infrastructure investing

Maria Merricks asks industry experts for their views on the infrastructure investment story and the best ways to play it.

clock 16 June 2011 •

Technology

Twitter top 10 tips: How to protect your firm

Maria Merricks talks to a range of experts about how to use the social media network as a business tool without arousing the wrath of compliance.

clock 15 June 2011 •

Investing in the profession

Your guide to becoming directly authorised

Chris Kilner of SimplyBiz talks to Maria Merricks about how advisers can go from being an appointed representative to directly authorised.

clock 09 June 2011 •

Your profession

Q&A: Paraplanning certificate one year on…

This July marks the first anniversary of the Institute of Financial Planning's (IFP) Certificate in Paraplanning. Maria Merricks talks to CEO Nick Cann about its success so far.

clock 26 May 2011 •
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