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Author profile

Charlotte Richards

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Articles by Charlotte Richards

Commodities

Why invest in commodities?

Commodities have increasingly attracted attention over the past decade, with many commentators saying they should form part of all diversified portfolios. But what is the motivation behind this thinking?

clock 25 November 2010 •

Protection

Planet Insurance: Managing "failing" healthcare

Last month it was social impact bonds. By the time you read this another ‘new' initiative will be about to surface from under the radar.

clock 23 November 2010 •

RDR

A brief history of independence

Since the original Financial Services Act 1985 invented the concept, the word ‘independent’ has become the watchword among financial advisers.

clock 19 November 2010 •

Investment

Blog: Understanding your clients' buying process

Understanding how your clients progress from enquiry to product purchase is key to running a successful business, says Worldwide Financial Planning’s Peter McGahan

clock 18 November 2010 •

TMT

Tomorrow's world may be your saviour

IFA Life's Philip Calvert explains why IFAs should embrace the internet.

clock 18 November 2010 •

Your profession

Top tips to overcome your fear of referrals

Matt Anderson of The Referral Authority shows how to stop being shy and go for it.

clock 18 November 2010 •

SRI

An alternative way to invest ethically

Harry Kerr, of Avalon Investment Services, discusses the benefits of social, ethical and environmental investing through discretionary fund management.

clock 18 November 2010 •

Your profession

How to pick the right exit strategy

David Hesketh, M&A manager at Perspective Financial Group, discusses the various strategies advisers can take when exiting their business.

clock 18 November 2010 •

RDR

Where technology fits in with RDR

Richard Mein, managing partner of Parmenion, examines the practical benefits of technology in light of the RDR.

clock 18 November 2010 •

Fixed Income

The fixed income balancing act

Simon Thorp, head of fixed income at Liontrust, discusses the trends affecting fixed income investors.

clock 18 November 2010 •
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