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Author profile

Charlotte Richards

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Articles by Charlotte Richards

Managed solutions

David Coombs: A quick look at...the US, Europe and China

Rathbones' head of multi-asset investments David Coombs on his outlook for the US, Europe and China.

clock 27 October 2011 •

Structured Products

Structured products: Why new rules may confuse complexity with risk

Jamie Smith, chairman of the UK Structured Products Association, reflects on its achievements and describes its future roles.

clock 27 October 2011 •

Investment

It's all a bit of a FAIF: Why it's time to ditch the acronyms

James Allen, new funds director at Connaught Asset Management, discusses why confusing jargon could be pushing your clients away.

clock 27 October 2011 •

Protection

Why income protection is still a niche product

Ageas Protect's Andy Milburn on why the bedrock of true financial planning continues to be left out in the cold.

clock 27 October 2011 •

Tax Planning

One lesser-known CGT solution...

Mark Green, head of tax & estate planning at Legal & General, explains how investment bonds can breathe new life into capital growth.

clock 27 October 2011 •

Wrap/platforms

Will platforms wield too much influence?

Ten leading platform commentators were locked in a room last week to debate the future of the market. In the first of a three-part special in IFAonline, the team revisited platforms' original objectives and asked: Is their influence now spreading too...

clock 27 October 2011 •

Your profession

How to soothe an expat headache

Expat clients likely represent a disproportionate risk to your business, argues Paul Stanfield, chief executive of FEIFA

clock 27 October 2011 •

UK

The best of British: This year's fund winners so far

OBSR investment research analyst Richard Whitehall examines the top performing funds in the UK All Companies sector over the short and long term

clock 27 October 2011 •

Your profession

How to win over a wary customer

Bryce Sanders, president of Perceptive Business Solutions, offers his tips on turning suspicious investors into new clients.

clock 27 October 2011 •

Your profession

How paraplanners make a difference in volatile markets

Richard Griffith, IFA at Jones Sheridan in Crewe, explains how the paraplanning team allows him to focus on his clients' needs.

clock 27 October 2011 •
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