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Feature

Active Managed

Active evolution

Maria Merricks investigates the introduction of low-cost actively managed funds.

clock 11 March 2011 • 6 min read

TMT

Tech review: 7IM

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.

clock 10 March 2011 •

TMT

Time to aim for the cloud

Nick Eatock, chief executive officer of IntelliFlo, examines the development of cloud-based applications.

clock 10 March 2011 •

ISAs

ISA Special: Where is the hot money going?

With ISA season upon us, Maria Merricks investigates where money is being allocated

clock 10 March 2011 •

RDR

How to fill the gap

Julie Hepworth, group regulatory manager at Perspective Financial Group, offers tips on how to complete your ‘gap-fill' obligations.

clock 10 March 2011 •

Investment

Can you scale financial planning?

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.

clock 10 March 2011 •

Investment

Time to shop around at retirement

Aston Goodey, director of sales and marketing at MGM Advantage, highlights the importance of using the Open Market Option to secure the best retirement solution.

clock 10 March 2011 •

RDR

How is RDR affecting the value of your business?

Stephen Hagues, managing director of business brokers Retiring IFA, assesses whether now is the time to sell your firm.

clock 10 March 2011 •

Your profession

What are your T&C goals?

Joel Turland, managing director of T&C software supplier Redland, explains the importance of having good training and competency schemes in place.

clock 10 March 2011 •

Your profession

Should you consider a discretionary manager?

Defaqto's Fraser Donaldson takes a closer look at the discretionary management route.

clock 10 March 2011 •
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