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IFA

Investment

Walker Crips launches discretionary service for advisers

Walker Crips Investment Management has launched a discretionary portfolio service aimed at advisers in a move to expand its business.

clock 26 September 2012 •

Investment

Close AM forecasts return to profit in 2013 after restructuring

Close Brothers has reported a 2% rise in full-year pre-tax profits and expects its asset management division to return to profitability next year as it completes a restructuring.

clock 25 September 2012 •

Investment

Auto-enrolment: What do you really think?

Fiona Murphy asks advisers to forecast auto-enrolment's chance of success in this month's Inquiry

clock 21 September 2012 • 5 min read

Long Term Care

The adviser-client relationship with elderly clients

Advising on equity release and long-term care can be difficult because the client's family is often heavily involved. Fiona Murphy finds out how advisers deal with elderly clients and interested parties

clock 21 September 2012 •

RDR

FSA highlights PII considerations ahead of RDR

The Financial Services Authority (FSA) is urging firms to consider their professional indemnity insurance (PII) situation and client communications ahead of Retail Distribution Review (RDR) implementation.

clock 13 September 2012 •

Pensions

James Hay profits dip as SIPP attrition continues

SIPP provider James Hay recorded a 10% dip in profits in the first half of 2012, during which it continued to leak business.

clock 31 August 2012 •

Regulation

BlackRock: advisers 'unsure' of RDR business impact

The majority of advisers are unclear how the Retail Distribution Review (RDR) will affect their business, according to a survey conducted by BlackRock.

clock 30 August 2012 •

uncategorised

Is the sun setting on overseas retirement planning?

Fiona Murphy goes through this month's Inquiry on retiring abroad

clock 28 August 2012 •

uncategorised

The rise of Sharia compliant retirement planning

Fiona Murphy looks at the growing interest in Islamic pension products and SIPP investments

clock 28 August 2012 •

Regulation

Former Honister adviser jailed for £380k fraud

A former Honister adviser has been jailed for two years and nine months for swindling clients out of £380,000.

clock 23 August 2012 •
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