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Feature

RDR

Revealed: The biggest barrier to RDR

GBST Wealth Management's Robert DeDominicis says consumers' financial illiteracy is the biggest barrier to RDR success.

clock 30 June 2011 •

Investment

Tech review: A closer look at Selectapension

Mark Loosmore of AT8 Group looks at pension transfer offerings from Selectapension, including a specific QROPS analyis tool.

clock 30 June 2011 •

Protection

Our guide: Selling protection to HNW clients

Zurich UK Life's Nigel Needs says an opportunity has arisen for IFAs to get in on the HNW protection market and explains how to do it.

clock 30 June 2011 •

Offshore Investment

QROPS: Are they right for your clients?

Rachael Griffin, head of product law and financial planning at Skandia International, explains what you need to know to advise on QROPS.

clock 30 June 2011 •

Your profession

How to create the perfect client survey

Research consultant Gill Wales explains how to survey your clients' needs in the most effective way.

clock 30 June 2011 •

Cautious Managed

M&G multi-asset duo on finding opportunities

Juan Nevado & Tony Finding, co managers of the M&G Cautious Multi Asset fund, say investors should look beyond the headlines for buying opportunities.

clock 30 June 2011 •

Active Managed

Investec's Saunders: My market outlook

Investors can expect substantial returns if market movements in the second half of the year resemble the first, says Philip Saunders, manager, Investec Global Strategic Managed fund.

clock 30 June 2011 •

Balanced Management

The case for crops

Long-term global trends make agricultural commodities an interesting play, says Iain Stewart, portfolio manager, Newton Real Return and Newton Balanced funds.

clock 30 June 2011 •

Managed solutions

Where now for the multi-asset sectors?

After months of wrangling and consultation, June saw the IMA bow to pressure from its members and postpone its reclassification of the sectors pending further review. What are the likely solutions to the problem? Cherry Reynard reports.

clock 30 June 2011 •

Managed solutions

How to assess the risk of managed funds

Assessing a client's risk appetite is key in multi-asset investing. Maria Merricks reports on the compliance issues advisers need to be aware of.

clock 30 June 2011 •
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