Feature

Paul Thompson, tax & estate planning consultant at Canada Life Limited, explains how your clients can stop their grandchildren frittering away their trust funds.

Nucleus technical communications manager Terry Huddart explains how the platform industry is preparing for the new regulatory landscape

Five years ago, Andrew*, a company director at an IFA business, witnessed wrongdoing in his industry and wanted to stop it. But when he tried, the reaction he received from life companies and the FSA shocked him...

Jeff Casson, manager of the Martin Currie Latin America fund, says global macro economic clouds are obscuring positive changes in the region.

That's the thing about risk, explains Andy Brown, investment director at Prudential's Portfolio Management Group, we spend our lives trying to avoid it little knowing that, without it, we can expect to gain almost nothing.

Vince Harvey, head of training & development for Brooks Macdonald Group, discusses why some clients may prefer restricted over independent advice.

Where a property is owned by more than one person, it's important to consider carefully whether the tenants are joint or in common, says James Lewis from law firm Howard Kennedy.

Julie Hepworth, group regulatory manager at Perspective Financial Group, explains how to make sure your gap-fill evidence is up to scratch.

Ten leading platform commentators were locked in a room last month to debate the future of the market. In the last of a three-part special, the team dissects the ways distributors select and use platforms.

Rayner Spencer Mills' Ken Rayner reveals which Sterling Strategic Bond funds should form part of your clients' portfolios.