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blog

Your profession

Blog: Why widows fire financial planners (but wives don't)

A contact on Twitter highlighted an article in a US publication explaining why wives don't tend to fire financial planners, but widows do, writes Martin Bamford of Informed Choice.

clock 12 August 2011 •

Investment

Five investment lessons to soothe jittery clients

Nick Platt, director at Henwood Court Financial Planning, says now is the time to remind clients of the five lessons underpinning a successful investment strategy.

clock 10 August 2011 •

Investment

M&G's Leaviss: The impact of the US downgrade on bonds

Jim Leaviss, head of retail fixed interest at M&G, discusses the impact on bond markets of S&P's downgrade of the US' credit rating.

clock 09 August 2011 •

Investment

Barclays Wealth: What we are telling clients on the US

From a near-term point of view the downgrade of US sovereign debt is a distraction and the actual impact on US Treasuries will likely be small, according to the chief investment officer at Barclays Wealth.

clock 09 August 2011 •

Economics / Markets

Blog: The USA is no longer AAA? Well, so what?

According to Standard & Poor's, the USA is no longer worthy of a ‘AAA' sovereign debt rating. Novatisam Asset Management's Frank Dolan asks, so what?

clock 08 August 2011 •

uncategorised

What's bugging Jamie Clark about auto-enrolment?

Scottish Life's Jamie Clarke lets off steam about misconceptions of auto-enrolment

clock 05 August 2011 •

Economics / Markets

Hargreaves' Yearsley: This is a good entry point

Hargreaves Lansdown's Ben Yearsley says it is important investors retain a sense of perspective and look to the long-term following the sharp falls in global stock markets.

clock 05 August 2011 •

Wrap/platforms

Blog: FSA must clarify platform regs or undermine RDR

When the FSA's eagerly anticipated and much delayed platform policy paper finally dropped into our inboxes it provided yet another twist to the ongoing rebate debate.

clock 02 August 2011 •

Regulation

The curious case of Capita and the 27 fined firms

Arch cru investors want to know why Capita won't be fined like 27 other firms who they say failed in the same way. Levy paying IFAs should want to know too.

clock 29 July 2011 •

Protection

Blog: So, how many limbs is it OK to lose?

The tale of the man who didn't lose enough limbs was a bad press day for critical illness cover but use it to explain to clients the importance of comprehensive protection advice.

clock 28 July 2011 •
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