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Author profile

Charlotte Richards

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Articles by Charlotte Richards

Equities

Asset Allocator's Soapbox: David Hambidge

Why equities hold the key to superior long-term returns

clock 09 September 2010 •

Your profession

Top tips on attracting clients of the future

What advisers must look to do to attract the customer of tomorrow

clock 09 September 2010 •

Your profession

Should you be considering model portfolios?

John Porteous, head of distribution at Macquarie, discusses the benefits of model portfolios.

clock 09 September 2010 •

Japan / Far East

Reasons to tell your clients about China

Agnes Deng on what makes the China equity market a good buy

clock 09 September 2010 •

uncategorised

Annuities put to the test drive

The myths and the facts surrounding annuities as an investment model

clock 09 September 2010 •

Wrap/platforms

How can you check you have the right platform?

With so many platforms to choose from and new entrants set to join the industry, how can advisers make sure they pick the right proposition for their clients? Maria Merricks investigates.

clock 08 September 2010 •

Wrap/platforms

How can technology improve platform due diligence?

Clive Waller, managing director of CWC Research, looks at technology developments affecting the platform industry.

clock 08 September 2010 •

Investment

Q&A: Investec's Alastair Mundy

ALASTAIR MUNDY Q&A

clock 08 September 2010 •

Your profession

Barclays Wealth Investments - IFA Market focus with Tony Lanser

Incisive Media's Editorial Director, Lawrence Gosling talks to Barclays Wealth Investments' Tony Lanser

clock 07 September 2010 •

Protection

Planet Insurance: working with the Government

Last month's issue included a fascinating article on the concept of outsourcing disability benefits to the mutual insurance sector and an income replacement top-up which would be paid in addition to State Benefit (page 6 COVER Aug 2010).

clock 06 September 2010 •
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