The restricted versus independent debate has polarised industry opinion. Maria Merricks talks to three industry experts with conflicting views...
David Nash, of the Chancery Partnership, takes a look at how Enterprise Zones can offer high-end clients tax-efficient investment opportunities.
David Ingram, director of threesixty Services, explains how to advise on unregulated collective investment schemes in a compliant fashion.
Baillie Gifford's James Budden says the RDR is a levelling tool the investment trust sector should welcome.
Maria Merricks investigates the introduction of low-cost actively managed funds.
This week Mark Loosmore of AT8 Group looks at the evolution of 7IM's platform, which uses an open architecture approach to provide greater independence.
Nick Eatock, chief executive officer of IntelliFlo, examines the development of cloud-based applications.
With ISA season upon us, Maria Merricks investigates where money is being allocated
Julie Hepworth, group regulatory manager at Perspective Financial Group, offers tips on how to complete your ‘gap-fill' obligations.
With the evolving RDR, Macquarie Bank's John Porteous says firms who want to be well placed for the future should look to combine robust client planning with low cost.