Graham Cross, managing director of wealth manager and corporate adviser Helm Godfrey, outlines what an individual IFA should look for in a prospective employer post-RDR.
Rathbone’s David Coombs argues that stuctural changes taking place around the world demand a new way of thinking about investments.
Sometimes the relationship between adviser and client does not work out – so how do platforms deal with ‘orphaned’ customers?
The NAPF says retirees with £50,000 or less are unable to access advice and often get poor outcomes – but IFAs tell a different story …
Ed Dymott, head of commercial at Fidelity Worldwide Investment, on why the FSA needs to offer clarification on legacy business sooner rather than later.
Colin Batchelor, head of pensions technical at Legal & General Savings, explains how to protect your clients’ pension pots from the upcoming lifetime allowance reduction.
Tony Hales, managing director of Stadia Trustees, looks at where SIPP investors have put their money since the start of the year.
Victor Arakaki, investment director at HSBC Global Asset Management, outlines ten reasons why investors should consider Brazilian equities.
Advisers do not relish telling clients “I told you so” when a savvy recommendation goes unheeded, but, as they tell PA, there have been a few opportunities to do so…
There are a number of reasons why the role of the adviser is as salient as ever. Bryce Sanders, president of Perceptive Business Solutions, explains.