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Lowes Financial Management

Managed solutions

What are the most compelling megatrends?

What are the most compelling megatrends?

clock 24 April 2014 • 4 min read

Income

A focus on income drawdown

The Budget has been described as the death knell for annuities and a welcome boost for income drawdown. Barry O Sullivan looks at how the rules change the face of the pensions market and what should an adviser's strategy be going forward?

clock 17 April 2014 •

Pensions

Stop right there: When (and why) advisers have to say 'no' to clients

Telling clients their investment idea is a 'no go' is a tough job, but someone's gotta do it

clock 06 March 2014 • 8 min read

Wrap/platforms

Is the move to super clean worth the trouble?

SUPER CLEAN

clock 06 December 2013 •

uncategorised

The Big Question: Are advisers playing too safe in fear of mis-selling riskier products?

Each month we ask leading industry figures to answer one big question...

clock 28 June 2012 •

Wrap/platforms

Structured product wrap readies for launch

Meteor Asset Management is launching a structured product platform for financial advisers.

clock 17 May 2012 •

Structured Products

Lowes rolls out SP analysis software

Lowes Financial Management has launched a portfolio analysis tool for users of its client-facing website CompareStructuredProducts.com.

clock 09 May 2012 •

RDR

A trail of honesty…

HONESTY

clock 08 March 2012 •

Regulation

Legacy commission ban: Concern over fund switches

Banning trail commission on fund switches - as the FSA hinted it may do - goes against the spirit of treating customers fairly, advisers say.

clock 19 January 2012 •

Your profession

PA Awards 2012: Who will be named Personality of the Year?

Professional Adviser is proud to announce the nominees for its Adviser Personality of the Year award 2012.

clock 19 January 2012 • 2 min read
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