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Feature

Technology

How to design a software strategy for your firm

Ann Dempster, managing director of Plum Software, explains how to plan a strategy to get the most out of your IT resources

clock 17 March 2011 •

Your profession

FSA v TSC: Four things we learned

Last week’s Treasury Select Committee hearing on RDR largely covered old ground. But these debates always teach you something new about the regulator...

clock 17 March 2011 •

Investment

Why should you consider a discretionary manager?

Tom Street, head of intermediary business at Rensburg Sheppards, talks to Joanna Faith about why discretionary fund management is becoming a popular choice for IFAs in the run up to RDR.

clock 17 March 2011 •

Bonds

Junk bonds come off the scrapheap

Top multi-managers talk to Joanna Faith about the pros and cons of high yield bonds and reveal their favourite funds in the sector.

clock 17 March 2011 •

RDR

Putting the squeeze on costs

Jason Britton, chief investment officer at T. Bailey, explains why outsourcing to a multi-manager is RDR-friendly.

clock 17 March 2011 •

Wrap/platforms

How can platforms help advisers on RDR?

Zurich UK Life's Matt Connell and Richard Howells discuss how platforms will help advisers in their quest to be RDR ready.

clock 17 March 2011 •

Technology

Tech review: What powers your platform?

This week Mark Loosmore of AT8 Group looks at the different technology offerings which underpin various platform solutions.

clock 17 March 2011 •

RDR

Four ways to get RDR-compliant

David Hesketh, group M&A manager at Perspective Financial Group, looks at the four options for IFAs who are not yet RDR-compliant.

clock 17 March 2011 •

Underwriting

Full steam ahead?

Underwriting and claims technologies and systems are moving fast. But what do IFAs want from the processes, and are they likely to see it? Paul Robertson investigates

clock 16 March 2011 •

RDR

Carby, Bamford and Davis debate 'restricted' advice

The restricted versus independent debate has polarised industry opinion. Maria Merricks talks to three industry experts with conflicting views...

clock 14 March 2011 •
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