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Author profile

Charlotte Richards

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Articles by Charlotte Richards

Infrastructure

The year to invest in infrastructure

Macquarie fund manager Justin Lannen explains the opportunities emerging in the infrastructure market in 2011.

clock 20 January 2011 •

Regulation

Blog: FSA gets tough on client suitability

Firms have not changed the way they assess clients’ suitability in 20 years, but new guidance from the FSA pulls no punches, writes Bob Freeman, vice-president of Voyant UK

clock 20 January 2011 •

Critical Illness

Protection Watch...with Kevin Carr

Kevin Carr, CEO of the Protection Review, gives his verdict on the five key developments in protection this month.

clock 19 January 2011 •

Your profession

Why most client segmentation models don't work

Phil Billingham, strategy consultant at threesixty, explains why the clients you should do everything to keep are the very same customers most traditional segmentation models suggest you sack.

clock 18 January 2011 • 6 min read

Structured Products

NatWest IPB launches Navigator International account

NatWest International Personal Banking (IPB) has launched the fifth Navigator International Structured Deposit Account, which is designed to capture growth in bull and bear markets.

clock 13 January 2011 •

uncategorised

Moret on the new pensions regime

The new pensions regime will have a profound effect on the way advisers discuss retirement planning with clients, John Moret says.

clock 13 January 2011 •

Your profession

Don't just be product arrangers

Advisers should trumpet their specialist knowledge as the RDR is set to ring the changes over IFA charging, writes Sue Mallender, senior associate at Bovill.

clock 13 January 2011 •

Structured Products

Barclays Wealth reissues Wealthbuilder

Barclays Wealth has reissued its flagship structured deposit aimed at those seeking an alternative to traditional deposit accounts.

clock 13 January 2011 •

TMT

Tech Review: Ascentric

Mark Loosmore of AT8 starts the New Year with a review of Ascentric.

clock 13 January 2011 •

Investment

Fund manager viewpoint: End of the bond run

Dr. Ana Armstrong, chairman of Distinction Asset Management, on why investors should consider rotating to high-dividend paying equities

clock 13 January 2011 •
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