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Author profile

Charlotte Richards

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Articles by Charlotte Richards

Investment

From IT to IFA - is this man mad? Part V

Peter Lawrence spent 30 years in IT but last year launched his own IFA firm. In this month’s column, he explPeter Lawrence spent 30 years in IT but last year launched his own IFA firm. In this month’s column, he explains how he is improving his skill leve

clock 10 June 2010 •

Economics / Markets

Sell in May and go away?

Julian Chillingworth, CIO of Rathbone Unit Trust Management, on why choppy equity markets make for attractive hunting

clock 10 June 2010 •

TMT

Tech Review: L&G

AT8's Mark Loosmore reviews L&G's online quote and apply system, OLP Connect.

clock 10 June 2010 •

Investment

Q&A: What are stock screens?

Pramit Ghose, managing partner at Bloxham, explains what stock screens are and how they work.

clock 10 June 2010 •

Global

Have tough lessons been learnt from the recent crisis?

Correcting imbalances in the global economy will help avoid another market shock, writes Douglas Roberts, senior international economist at Standard Life Investments.

clock 10 June 2010 •

RDR

How can social networking aid your firm?

Is it time to start using social networking as a marketing tool? Jason Bishara, founder of linkedFA, discusses the advantages.

clock 10 June 2010 •

Your profession

How to deal with divorcing clients

Andrew Haines, law consultant at Andrew Jackson, discusses the dos and don'ts for clients whose marriages have broken down

clock 10 June 2010 •

ETFs

Happy 10th birthday ETFs

The 10th anniversary of the first UK ETF sees the product marking its birthday in rude health. They remain one of the fastest-growing vehicles in the financial services industry, writes Simon Doherty of Quilter

clock 10 June 2010 •

uncategorised

Interactive Financial Adviser: At Retirement

The at-retirement market has entered what may well turn out to be a period of significant change.

clock 04 June 2010 •

Investment

Twitter Q&A: Aegon's Duncan Jarrett

Professional Adviser asks an industry heavyweight to answer a series of piercing questions in 140 characters or less.

clock 03 June 2010 • 1 min read
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