As the CII is placed on the FSA's provisional list of accredited bodies, Steve Aspinall, director of corporate development, takes advisers through a checklist of the key points they need to know…
Jason Hepner, investment director for global strategy at Standard Life Investments, looks at the implications of rising inflation in China.
Douglas Roberts, senior international economist at Standard Life Investments, discusses whether the US needs a third round of quantitative easing.
Paul Resnik, director and co-founder of FinaMetrica, says planners must ensure they have a proper understanding of their clients' risk tolerance before providing advice.
Do you advise foreign clients? Gerry Brown, technical manager at Prudential, probes the latest HMRC consultation papers you should know about.
Bill Vasilieff, CEO of Novia, explains why the growth of Lifestyle planning tools may help bring down the surprisingly high number of firms failing to properly assess client suitability…
GBST Wealth Management's Robert DeDominicis says consumers' financial illiteracy is the biggest barrier to RDR success.
Mark Loosmore of AT8 Group looks at pension transfer offerings from Selectapension, including a specific QROPS analyis tool.
Zurich UK Life's Nigel Needs says an opportunity has arisen for IFAs to get in on the HNW protection market and explains how to do it.
Rachael Griffin, head of product law and financial planning at Skandia International, explains what you need to know to advise on QROPS.