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Author profile

Charlotte Richards

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Articles by Charlotte Richards

Structured Products

Barclays Wealth targets income seekers with new Defined Distribution Plan

Barclays Wealth has launched a new investment aimed at the more adventurous income-seeking investor

clock 17 March 2011 •

Your profession

FSA v TSC: Four things we learned

Last week’s Treasury Select Committee hearing on RDR largely covered old ground. But these debates always teach you something new about the regulator...

clock 17 March 2011 •

Structured Products

Morgan Stanley launches plans

Morgan Stanley has unveiled a number of dual year products allowing investment for both the 2010/11 and 2011/12 tax years.

clock 17 March 2011 •

RDR

Putting the squeeze on costs

Jason Britton, chief investment officer at T. Bailey, explains why outsourcing to a multi-manager is RDR-friendly.

clock 17 March 2011 •

Wrap/platforms

How can platforms help advisers on RDR?

Zurich UK Life's Matt Connell and Richard Howells discuss how platforms will help advisers in their quest to be RDR ready.

clock 17 March 2011 •

Technology

Tech review: What powers your platform?

This week Mark Loosmore of AT8 Group looks at the different technology offerings which underpin various platform solutions.

clock 17 March 2011 •

RDR

Four ways to get RDR-compliant

David Hesketh, group M&A manager at Perspective Financial Group, looks at the four options for IFAs who are not yet RDR-compliant.

clock 17 March 2011 •

Wrap/platforms

Blog: What you need to know about your platform

Shaun Sandiford, distribution director at AXA Elevate, takes a closer look at the FSA Investment Suitability Report and what advisers need to know from their platform

clock 17 March 2011 •

Europe

Video: Ireland Fund Industry

Hannah Beecham talks to three funds industry players asking them how safe is it for professional investors to do business with funds based in this jurisdiction.

clock 15 March 2011 •

RDR

Carby, Bamford and Davis debate 'restricted' advice

The restricted versus independent debate has polarised industry opinion. Maria Merricks talks to three industry experts with conflicting views...

clock 14 March 2011 •
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