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Author profile

Charlotte Richards

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Articles by Charlotte Richards

Your profession

CEO viewpoint: Heading for a rosier 2011?

Martin Davis, Openwork CEO, takes stock of a difficult year for advisers and their clients

clock 16 December 2010 •

Your profession

Should you be using a PR company?

A growing number of IFA firms are using PR to give them a competitive edge. Elizabeth Holt of Holt PR looks at how you can get the best from a public relations agency.

clock 16 December 2010 •

TMT

Tech Review: Hargreaves Lansdown

Mark Loosmore of AT8 asks if the Hargreaves Lansdown platform has an ‘advantage' over others?

clock 16 December 2010 •

Investment

How to excel at intergenerational wealth planning

Phil Billingham of threesixty Services explains the challenges and opportunities of intergenerational wealth planning.

clock 16 December 2010 •

uncategorised

What do clients want from SIPPs?

Charlotte Moore reports on what the future holds for SIPPs.

clock 16 December 2010 •

Offshore Investment

Why are struc prods attractive for offshore plans?

Clive Moore, managing director of IDAD, on why more advisers are considering structured products for their clients with offshore investments.

clock 16 December 2010 •

Your profession

Under wraps: Your tips for financial X-mas pressies

Maria Merricks asks advisers for their top financial Christmas present recommendations.

clock 16 December 2010 • 5 min read

uncategorised

An Audience with... Mike Morrison

Speaking on 25 November, Mike Morrison, head of pensions development, AXA Wealth discusses his thoughts on recent consultation papers.

clock 13 December 2010 •

Wrap/platforms

How to spot a stable platform

How do you ensure the platform you choose is not going to fail. Maria Merricks reports.

clock 09 December 2010 •

RDR

LIVE Debate: Platforms in a post-RDR world

L&G is giving advisers the chance to quiz a panel of experts on the impact of regulatory changes to the platform market in a live debate at 2pm today.

clock 09 December 2010 •
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