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Author profile

Charlotte Richards

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Articles by Charlotte Richards

Wrap/platforms

Why should advisers consider coporate wrap?

Dominic Fryer, manager of corporate strategy and risk at Friends Provident, explains why advisers should be encouraging the use of workplace savings platforms.

clock 19 August 2010 •

Europe

Protection: What is it worth?

Graham Harvey questions the value of new EU rules stating consumers are told the total premium they will pay over the life of their policy

clock 19 August 2010 •

Equities

OBSR highlights the stars of Europe

Emma O'Neill, investment research analyst at OBSR, a Morningstar company, compares some of the Europe funds rated by the business.

clock 19 August 2010 •

Your profession

Making that all important network decision

Martin Davis looks at the factors that influence advisers when selecting a network

clock 19 August 2010 •

Equities

Investing in volatility

Natasha Jhunjhunwala, of Barclays Capital, explains the benefits of investing in equity market volatility

clock 19 August 2010 •

TMT

Showing True Potential

AT8's Mark Loosmore begins a series of reviews of practice management systems. This week he discovers a portal with potential.

clock 19 August 2010 •

uncategorised

Don't be bitten by the regulator - or a litigator

Bob Bullivant, CEO of Annuity Direct, warns advisers to proceed with caution when placing annuities.

clock 12 August 2010 •

TMT

Tech Review: Capita Synaptic Comparator

AT8's Mark Loosmore reviews Capita's Synaptic Comparator tool.

clock 12 August 2010 •

RDR

Top tips for serving the wealthy

As IFAs prepare their businesses for RDR, Maria Merricks finds out how to attract wealthy clients and hold onto them.

clock 12 August 2010 •

US

OMAM's Cowley on worrying times for the dollar

Stewart Cowley on why the actions of US policy makers could create problems for the dollar

clock 12 August 2010 •
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