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Feature

uncategorised

Legislation: Muddying the waters

Andrew Tully assesses the potential impact of Solvency II.

clock 21 July 2011 •

Income

Enhancing clients' income

Helen Morrissey goes through the latest results on the enhanced annuity market and asks what challenges advisers face when recommending these products to clients.

clock 21 July 2011 •

ETFs

Seeing is believing: the virtuous cycle of trading transparency

Trading visibility, or the lack of it, is one of the ETF industry's biggest challenges. With over-the-counter (OTC) trading on the rise in Europe, the true depth of liquidity is increasingly hidden, dampening confidence among investors and hindering asset...

clock 21 July 2011 • 7 min read

Investment

Four advisers reveal their investment bibles

Professional Adviser's Rahul Odedra asked a handful of readers to share some of their favourite investment reads, and the titles they would recommend to clients...

clock 21 July 2011 •

Investment

Why 'transparency' is not enough

Andy Brown, investment director at Prudential Portfolio Management Group, on why transparency is not a cure-all for the industry's woes.

clock 21 July 2011 •

RDR

Five steps to get your business in shape for 2013

Ed Dymott, head of commercial and business planning at Fidelity International, reveals what it will take to get your business RDR-ready.

clock 21 July 2011 •

Technology

Tech review: LifeCash

Mark Loosmore of AT8 Group dissects the latest life planning tool available on the iPad.

clock 21 July 2011 •

Your profession

What your firm can learn from Formula 1

Gary Thomson, head of business consultancy at AXA Wealth, examines what a thriving IFA business and a successful racing car team have in common.

clock 20 July 2011 •

Your profession

Which book would you recommend clients read?

IFAonline asked three advisers which book, if any, they would recommend as a starting point for clients interested in the world of finance.

clock 18 July 2011 •

Mortgages

How to tackle mortgage fraud

Industry must work together to fight criminal applications

clock 18 July 2011 •
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