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Author profile

Charlotte Richards

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Articles by Charlotte Richards

Investing in the profession

Client divorce: why you must not be late

Managing director of Voyant UK, Bob Freeman, explains why you need to be involved in your client's divorce proceedings from day one.

clock 14 July 2011 •

Absolute Returns

A decade of Absolute Returns

Head of UK retail at BlackRock, Tony Stenning, looks at the evolution of the absolute return sector a decade since its launch.

clock 14 July 2011 •

Critical Illness

Protection: not all clients can rely on friends and family

Steve Payne, managing director, protection, at Friends Life, on why the very worst things in life often catch us by surprise...

clock 14 July 2011 •

Structured Products

Meteor launches latest plan linked to top ten blue chips

Meteor Asset Management has launched the latest version of its Kick-Out Plan range, with returns linked to the stock market performance of ten UK blue chips.

clock 14 July 2011 •

Tax Planning

The pros and cons of a lesser-known IHT exemption

Paul Thompson, tax & estate planning consultant at Canada Life, examines the normal expenditure out of income exemption.

clock 14 July 2011 •

Investing in the profession

Is it me, or do providers not want my business?

Chartered financial planner Shannon Currie is confused. Why do providers who successfully win business from her then do everything they can to lose it?

clock 14 July 2011 •

Your profession

Seven ways to boost referrals

The Referral Authority's Matt Anderson reveals how your current clients can help you identify new prospects.

clock 14 July 2011 •

Technology

Tech review: Free tools you can use to assess clients' ATR

This week, Mark Loosmore of AT8 Group looks at a pair of free ATR tools, one from Standard Life and the other from LV=/

clock 14 July 2011 •

Investment

How offering clients direct positions boosts diversification

Graham Coxell, chief executive of Rowan Dartington, explains why offering clients direct positions in combination with multi-manager solutions adds another layer of diversification...

clock 14 July 2011 •

Investment

Investment style: value versus growth

Simon Brooks, principal fund manager, multi-manager & fund selection at LVAM, explores the pros and cons of two differing investment strategies

clock 14 July 2011 •
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