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Author profile

Charlotte Richards

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Articles by Charlotte Richards

Investment

Client education: The key to advice excellence

Brett Davidson of FP Advance explains why educating clients on their financial needs can improve relationships and help your business run more effectively.

clock 06 May 2010 •

With Profits

Left without profit?

IFAs can add value by advising clients on exiting with-profits funds, writes Michelle Cracknell, strategy director at Skandia.

clock 06 May 2010 •

Your profession

HOC confusion leaves 550 ARs perplexed about future

Despite rumours that Home of Choice (HOC) had gone into administration last week after the failure of acquisition talks, an 11th hour statement by chief executive officer Gerry O'Brien suggests that the business could still be saved.

clock 04 May 2010 •

Wrap/platforms

How can you select the right wrap?

Paul Burgin explains how to scrutinise the platform market.

clock 04 May 2010 •

Wrap/platforms

How the RDR will affect platforms

As more and more advisers opt to use wraps, Samantha Downes looks at how the platform will transform business post RDR

clock 04 May 2010 •

Wrap/platforms

Case study: Argyle Financial on platform adoption

Phil Melville and Jean McIntyre, directors at Argyle Financial Group Limited, explain how they integrated platforms into their business.

clock 04 May 2010 •

Wrap/platforms

Going automatic

Kira Nickerson finds out the best way to move from one platform to another

clock 04 May 2010 •

Wrap/platforms

Guided architecture under fire

David Ferguson, CEO of Nucleus, looks at the implications of the FSA’s latest platform discussion paper.

clock 29 April 2010 •

Investment

The ethical approach

As investors look to more esoteric investments in a bid to deliver strong growth, Mary Stewart looks at the need for true due diligence

clock 29 April 2010 •

Investment

A discreet handover

Graeme Clark discusses discretionary management

clock 29 April 2010 •
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