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Author profile

Charlotte Richards

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Articles by Charlotte Richards

Investment

Hartey: Why I sold my adviser firm

Will Roberts speaks to Applewood managing director Karl Hartey about why he sold his Chester-based firm.

clock 11 November 2010 •

Commodities

Is gold becoming tarnished?

Julian Chillingworth, CIO at Rathbone Unit Trust Management, examines whether gold really is the answer to investors' prayers.

clock 11 November 2010 •

Your profession

Blog: Are model portfolios a threat to independence?

There have been several press comments recently from organisations questioning whether the use of model portfolios will impact a firm's independent status post RDR.

clock 11 November 2010 •

Your profession

How to build a strong brand

Brett Davidson, chief executive of FP Advance, says you do not need to be the size of Nike or Coca-Cola to develop a powerful brand.

clock 11 November 2010 •

TMT

Tech Review: Distribution Technology

AT8's Mark Loosmore discovers a solution from Distribution Technology he thinks will lead advisers out of the back-office and into the front.

clock 11 November 2010 •

Investment

Asset Allocator's Soapbox: OPM's Yousefian on housing sector

This week: OPM CIO Tony Yousefian looks at the effect of Treasury cutbacks on housing

clock 11 November 2010 •

Equities

F&C's Lees on the case for UK equities

Peter Lees, head of UK equities at F&C, on why the UK is an exciting and rewarding place to be for investors.

clock 11 November 2010 •

Your profession

When is the right time to ask for a referral?

Simply asking for a referral is the best way to get one, according to business consultant Steve Billingham. But first you must earn the right to ask

clock 11 November 2010 •

Your profession

Top tips for generating leads

A fruitful way of generating leads has always been high on advisers' agendas, but now, with the challenges of RDR just over two years away, mastering the concept has become more important than ever.

clock 04 November 2010 •

RDR

We need greater consumer clarity on RDR

Better Business: RDR

clock 04 November 2010 •
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