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Feature

Adviser / Broking

The ten most common underwriting queries (and answers)

Not only will the needs of each and every client who needs a protection policy differ, but advisers also have to factor in the different underwriting processes of providers...

clock 09 September 2011 •

Investment

A Q&A with Ivan Massow

Entrepreneur Ivan Massow caused a stir this week with the launch of his new trail-hunting business paymemy.com.

clock 09 September 2011 •

Managed solutions

How to construct a properly diversified portfolio

The financial crisis has highlighted the need for a truly diversified portfolio, says Brian Fleming, head of multi-asset risk and structuring at Standard Life Investments.

clock 08 September 2011 • 6 min read

Japan / Far East

Hugh Young: Why I'm not investing in China's banks

As creators of credit, banks are in a very privileged position. To create a loan, the equivalent of making a sale for other companies, banks just need to type a number into a computer and hit ‘enter'. This is a licence that frequently gets abused if banks...

clock 08 September 2011 •

Technology

Network Review: How can Financial Ltd help you?

Financial Limited has a number of points of differentiation. It was the first network to start charging a flat fee per firm dependent on the number of advisers.

clock 08 September 2011 •

RDR

Your post-RDR options if you don't meet the deadline

New Model Business Academy's Lee Travis looks at the options for advisers who will not be RDR ready on 1 January 2013.

clock 08 September 2011 •

Property Investment

How to construct a winning global real estate portfolio

Chris Urwin, global research manager - real estate at Aviva Investors, looks at where the best opportunities lie for global real estate investors.

clock 08 September 2011 •

Your profession

Four common client fears (and how to ease them)

Bryce Sanders, president of Perceptive Business Solutions Inc, looks at client fears and ways of overcoming them.

clock 08 September 2011 •

Investing in the profession

Should you change your investment approach post-RDR?

The advent of RDR is changing the way advisers view their investment offering, says Phil Lindsay, development director (UK) at OBSR.

clock 08 September 2011 •

Wrap/platforms

What to expect from your platform post-RDR

In the wake of RDR, platforms have an opportunity to consolidate their position by providing advisers with all the tools to succeed, says David White, head of Fidelity FundsNetwork.

clock 08 September 2011 •
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