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blog

Charging

From the Ed: Yet more proof that advice really is king

It’s not difficult to imagine what your typical retail fund investor might say if asked whether he or she believes they are being charged fairly

clock 02 February 2012 •

Active Managed

IMA: This 'trading costs' campaign is misguided, and here's why...

Here's a New Year puzzle for you. Funds A and B have an AMC 1.5%, but fund A's trading costs are lower. So which is better value for money? Which is better value?

clock 27 January 2012 •

RDR

Comment: Will the public ever accept an invoice for advice?

Will the public ever accept an invoice for financial advice? Mark Lisle, compliance manager at Rowanmoor Pensions, says a new form of polarisation appears to be evolving…

clock 19 January 2012 •

Wrap/platforms

Platforms: Time for the 'old school bundlers' to show their hand

James Hay Partnership's Chris Smeaton on why he believes the FSA will remove its expected cash rebate ban…

clock 19 January 2012 •

Critical Illness

How to talk to clients about death

People are reluctant to talk about how serious illness or a death in the family could affect their finances. Advisers can play a role in changing this mindset.

clock 19 January 2012 •

Regulation

Blog: Is it any wonder Gay quit the Impossible Job?

Understatement coming up: Stephen Gay was not universally welcomed as the director-general of the Association of IFAs (AIFA).

clock 13 January 2012 •

Your profession

Jumpers for goalposts: Why this era won't be remembered fondly?

These are not going to go down as pension glory days...

clock 13 January 2012 •

Your profession

From the Editor: How to lose clients and influence people

Some words commonly used in financial services have become synonymous with wrongdoing but, in most cases, describe fair and, often, essential practices.

clock 12 January 2012 •

Wrap/platforms

Why things will never be the same for platforms

The platform market underwent permanent change in 2011.

clock 21 December 2011 •

Regulation

Why things will never be the same for regulation

Last year's promised changes to regulation - which have long been going on in the background - gripped financial services publicly.

clock 21 December 2011 •
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