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Feature

RDR

Gap fill: Understanding investment theories

In the latest in our exclusive series of gap fill articles helping you prepare for RDR, Jackie Lockie covers everything you need to know about the main investment theories…

clock 07 July 2011 • 14 min read

Investing in the profession

The IFP's ten questions for consumers to ask a planner

The Institute of Financial Planning (IFP) has put together a list of ten questions it recommends all consumers ask a financial planner before they agree to do business with them...

clock 06 July 2011 •

Investment

Your mid-year portfolio check-up in five easy steps

Morningstar's Christine Benz & Holly Cook outline a disciplined process to help you tune out the scary news flow.

clock 05 July 2011 •

uncategorised

VIDEO Longevity: Filling the funding gap - Part 2

In video two of three, NHFA chief executive Nick Tyler discusses long term care.

clock 05 July 2011 •

uncategorised

VIDEO Longevity: Filling the funding gap - Part 3

Video three of three: Panel session by LV='s Ray Chinn, NHFA's Nick Tyler, SHIP's Andrea Rozario and Rebecca Prestage from the CII

clock 05 July 2011 •

uncategorised

VIDEO Longevity: Filling the funding gap - Part 1

In video one of three, LV='s Ray Chinn discusses longevity.

clock 05 July 2011 •

Investment

Today's pension strikes: Everything you need to know

Almost 750,000 people are taking to the streets today to protest over proposed changes to their pensions. Professional Pensions, IFAonline's sister title, takes a closer look at all the key facts and issues...

clock 30 June 2011 •

US

SLI View: Does the US need QE3?

Douglas Roberts, senior international economist at Standard Life Investments, discusses whether the US needs a third round of quantitative easing.

clock 30 June 2011 •

Investing in the profession

How to classify clients using psychometrics

Paul Resnik, director and co-founder of FinaMetrica, says planners must ensure they have a proper understanding of their clients' risk tolerance before providing advice.

clock 30 June 2011 •

Offshore Investment

HMRC's new rules on tax residency explained

Do you advise foreign clients? Gerry Brown, technical manager at Prudential, probes the latest HMRC consultation papers you should know about.

clock 30 June 2011 •
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