Feature

Perspective Financial Group's Julie Hepworth offers a series of tips to help advisers hop, skip and jump their way through the CII's RO exams.

LEHMANS' THREE YEARS ON...

Barclays Capital's Nathan Bance explains how exchanged traded notes differ from other products in their family.

Three years on from the collapse of Lehman Brothers, Laura Miller revisits the shocking events and asks if any lessons have been learned.

It has been three years since Lehman Brothers filed for bankruptcy, creating the biggest banking failure in history and sending shockwaves through global markets.

Advisers need to be sure they are entrusting their clients' SIPP funds to the right partners. Andy Leggett says there are some important questions to ask and there need to be convincing, evidenced reasons before any boxes are ticked.

Most introducer relationships don't work because they lack workable incentives, says Alan Smith, IFA at Capital Asset Managers. Instead, he says, this is how it should be done...

Healthcare insurance fraud represents a growing threat, as a weakened economy creates incentives for criminals. Larry Jacobson describes a technological approach to fighting back.

BBC journalist Paul Lewis and IFA Neil Liversidge have been having an interesting conversation about trail commission over the last few days...

Retirement planning is not just about pensions, but Scottish Widows' latest workplace pension report reveals private pension saving does not loom as large in most portfolios as it should.