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Better Business

uncategorised

Better Business: Income drawdown - friend or foe?

John Moret, director of marketing at Suffolk Life, says sophisticated and widely available tools can help IFAs give good quality and specialist advice on income drawdown.

clock 28 January 2010 •

Equities

Better Business: Covered call strategies

With low interest rates and an ever increasing number of investors nearing retirement, income products are in high demand...

clock 28 January 2010 •

uncategorised

Better Business: 20 years of SIPPS

Matt Ward, wealth management consultant at Defaqto, assesses the threats and opportunities facing the SIPP world...

clock 28 January 2010 •

Investment

Paraplanner Zone: Dunham Financial Services

Veena Patel, paraplanner to Rebecca Taylor at Dunham Financial Services, works from home and rarely meets clients. But could the company function without her?

clock 28 January 2010 •

TMT

Tech review: Tenet

AT8 Group's Mark Loosmore examines how The Tenet Group uses IT to target the needs of the adviser community.

clock 28 January 2010 •

Investment

Better Business: People Power

Brett Davidson, chief executive of FP Advance, says getting people planning and ongoing management right will create an effective business.

clock 21 January 2010 •

Specialist

Better Business: How can advisers benefit from the DC gold-rush?

Magnus Spence, director at Spence Johnson, says a growing DC market in the UK could open up opportunities for advisers.

clock 21 January 2010 •

Investment

Better Business: Outsourcing investment decisions

In the run-up to RDR implementation, Fraser Donaldson, insight analyst - funds at Defaqto, discusses the options available to firms considering outsourcing the investment function...

clock 14 January 2010 •

Investment

Better Business: Fidelity's Peter Hicks on adviser charging

Any musicians reading this will know how painful tunelessness can be, but also what pleasure can be derived from true harmony...

clock 14 January 2010 •

Investment

Better Business: Justifying your existence

The RDR will leave advisers accustomed to a commission structure struggling to survive, writes David Dodds, financial planning director at Wade Financial Services. But what about life coaching, cash flow planning and whole of market advising?

clock 08 January 2010 •
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