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Author profile

Charlotte Richards

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Articles by Charlotte Richards

Technology

Tech review: How good are attitude to risk questionnaires?

Mark Loosmore of AT8 Group reveals how providers are responding to the FSA's recent paper on risk and suitability.

clock 25 March 2011 •

Your profession

How not to fall foul of the regulator on UCIS

Why are IFAs becoming more interested in unregulated collective investment schemes (UCIS)?

clock 22 March 2011 •

Your profession

What can IFAs learn from the healthcare sector?

Advisers who put their clients' needs first will have more successful businesses, writes Ed Dymott, head of UK fund partners at Fidelity International.

clock 17 March 2011 •

Absolute Returns

IFAs warn providers: Don't let low cost funds be next Absolute Return

Advisers are warning low-cost actively managed funds could disappoint investors in the same way as many flavour of the month absolute return portfolios.

clock 17 March 2011 •

Regulation

An avalanche of new rules is on its way

Tony Stenning, head of UK retail at BlackRock, looks at the surge of new legislation set to hit UK investors.

clock 17 March 2011 •

Managed

OBSR's Romer-Lee on low-cost active funds

There is something rather extraordinary happening in the funds market. In any other market it would not feel extraordinary at all. It happens all the time.

clock 17 March 2011 •

Investment

Are employers doing enough for their staff?

Jamie Jenkins, head of strategy and proposition at Standard Life, reveals how employers are under more pressure than ever to help employees achieve long term financial security.

clock 17 March 2011 •

Europe

The rise and rise of European dividend income

Invesco Perpetual's Stephanie Butcher explains how a shift in attitude by companies in the region has made European equity income investing more attractive.

clock 17 March 2011 • 2 min read

Technology

How to design a software strategy for your firm

Ann Dempster, managing director of Plum Software, explains how to plan a strategy to get the most out of your IT resources

clock 17 March 2011 •

Regulation

Blog: Beware provider 'help' on RDR

David Ferguson, CEO of Nucleus Financial, wonders whether advisory firms should accept business transition help from companies that may have an ulterior motive…

clock 17 March 2011 •
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