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blog

Investment

Openwork's Davis: Network migration

Openwork CEO Martin Davis looks at how networks are positioning themselves in the run up to the RDR.

clock 04 February 2010 •

Your profession

David Ferguson: Where now for platforms?

Firstly I'd like to wish you all a very happy New Year. It hardly seems like a few hours since the end of the last Millennium, but already we are into its second decade.

clock 03 February 2010 •

Investment

Sheriar Bradbury: What Standard Life's £2.45m fine tells us

Balancing expectations can be a tricky business; with a new client in the door, one of the first things to tick off the list is a risk assessment and a promise to thereafter take responsibility for the category of investment they recommend, keeping to...

clock 28 January 2010 •

Individual Protection

Protection: Can we second guess the FSA?

Clive Waller, director at CWC Research, takes a closer look at what CP 09/31 could mean for protection IFAs...

clock 28 January 2010 •

Protection

Compliance: How can we improve TCF?

Mark Lisle, compliance manager at Rowanmoor Pensions, says the insurance industry has a long way to go before it has fair customer treatment at its heart...

clock 28 January 2010 •

Investment

How much is Woodford worth then?

So if Wayne Rooney is worth more than the boss of Goldman Sachs, and don't forget he reckoned Goldman's are doing God's work, then how much is Neil Woodford worth?

clock 22 January 2010 •

Investment

Knowing me, knowing you

Richard Howells, intermediary sales director at Zurich UK Life, explains how to build the adviser/client relationship.

clock 21 January 2010 •

Individual Protection

Bright Grey's Roger Edwards: If Apple did protection...

My iPhone has revolutionised my life. With its endless array of downloadable ‘apps' I rarely use it as an actual phone, but it is my constant companion and friend.

clock 19 January 2010 •

Pensions

2010 - A vintage year?

Investec Private Bank

clock 18 January 2010 •

Individual Protection

Axa's Graham Harvey: When the going gets tough...

Like a great many of us, I've been snowed in and without power - anyone would think I lived out in the wilds but no I am just a few miles from Henley on Thames.

clock 13 January 2010 •
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