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Author profile

Charlotte Richards

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Articles by Charlotte Richards

uncategorised

Blog: Why pensions are fantastic

Alan Steel, chairman of Alan Steel Asset Management, on why investors should ignore all the puff surrounding pensions

clock 02 December 2010 •

RDR

Behind the scenes: Open Day for IFAs at Informed Choice

Spurred by criticism of its pro-RDR mantra, Surrey-based adviser firm Informed Choice invited advisers to spend the day with the company to learn how it operates. MD Martin Bamford outlines how the day went...

clock 02 December 2010 •

RDR

Wingate's Cunningham: How I am preparing for RDR

Alistair Cunningham, director of Wingate Financial Planning, says starting with a blank canvas has helped his firm embrace the changes RDR will bring

clock 01 December 2010 •

Your profession

Our quick guide to RDR-ready exams

Confused about which qualifications to take in the run-up to RDR? Maria Merricks assesses the exam options available to IFAs working to reach QCF Level 4.

clock 01 December 2010 •

Investment Trusts

Why do investment trusts outperform?

F&C's Peter Hewitt looks at what has driven investment trusts' general trend of long-term outperformance.

clock 30 November 2010 •

Technology

The Incisive Guide to Twitter, in association with Barings

There's a lot of buzz right now about Twitter, which has emerged as one of the most popular social media tools.

clock 29 November 2010 •

Investment

An Audience with... Martin Jennings

Incisive Media's Editorial Director Lawrence Gosling speaks to AXA Wealth's Martin Jennings

clock 29 November 2010 •

Wrap/platforms

Mackay on that platform paper

Holly Mackay, managing director of The Platforum, believes the FSA's Platform Consultation paper is broadly good news, but there are some key points to answer.

clock 25 November 2010 •

RDR

How I prepared for RDR, by Dragonfly's Adam Young

Adam Young, financial life planner at Dragonfly, reveals his four-step guide to preparing for RDR, and explains why being a business owner helped.

clock 25 November 2010 •

TMT

Technology lends a helping hand to consolidation

Andy Watts, intermediary director at 1st - Exchange, looks at the part technology is playing for adviser firms wanting to differentiate their business in the run-up to RDR.

clock 25 November 2010 •
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