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Author profile

Charlotte Richards

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Articles by Charlotte Richards

uncategorised

Quick poll: fixed term annuities

This week's Retirement Planner quick-fire poll asks: Are you recommending fixed term annuities for your clients?

clock 13 July 2011 • 1 min read

UK

Interactive Financial Adviser: UK Equity Income

In the latest Interactive Financial Adviser debate, our panellists from LVAM, BlackRock and Aberdeen Asset Management discussed UK Equity Income.

clock 08 July 2011 •

Investing in the profession

Income drawdown: Why flexibility is more important than ever

Iain Herbertson, managing director of City Trustees, explains the benefits of flexible drawdown.

clock 07 July 2011 •

Investment

Black swan investing: is it possible to prepare for the unexpected

Simon Brett, head of investments at Parmenion Fund Research, looks at how the unexpected can affect investment opportunities.

clock 07 July 2011 • 4 min read

Technology

Tech review: Dynamic Planner

Mark Loosmore of AT8 Group looks at how financial planning stalwart Dynamic Planner is responding to new challengers in the market.

clock 07 July 2011 •

Investment

Asset Allocators' Soapbox: Patrick Armstrong

Distinction Asset Management fund manager Patrick Armstrong looks at how investors should be protecting themselves in the current environment

clock 07 July 2011 •

RDR

How to satisfy a data-hungry regulator

Perspective Financial's Julie Hepworth outlines how firms can satisfy a regulator growing hungrier and hungrier for firms' sales data...

clock 07 July 2011 •

RDR

Gap fill: Understanding investment theories

In the latest in our exclusive series of gap fill articles helping you prepare for RDR, Jackie Lockie covers everything you need to know about the main investment theories…

clock 07 July 2011 • 14 min read

uncategorised

Quick poll: Are clients willing to work longer to fund their retirement?

This week's Retirement Planner quick-fire poll asks: Are your clients willing to work longer so they can adequately fund their retirement?

clock 06 July 2011 • 1 min read

Investment

Your mid-year portfolio check-up in five easy steps

Morningstar's Christine Benz & Holly Cook outline a disciplined process to help you tune out the scary news flow.

clock 05 July 2011 •
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