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Feature

RDR

Wingate's Cunningham: How I am preparing for RDR

Alistair Cunningham, director of Wingate Financial Planning, says starting with a blank canvas has helped his firm embrace the changes RDR will bring

clock 01 December 2010 •

Your profession

Our quick guide to RDR-ready exams

Confused about which qualifications to take in the run-up to RDR? Maria Merricks assesses the exam options available to IFAs working to reach QCF Level 4.

clock 01 December 2010 •

Investment Trusts

Why do investment trusts outperform?

F&C's Peter Hewitt looks at what has driven investment trusts' general trend of long-term outperformance.

clock 30 November 2010 •

Technology

The Incisive Guide to Twitter, in association with Barings

There's a lot of buzz right now about Twitter, which has emerged as one of the most popular social media tools.

clock 29 November 2010 •

uncategorised

Beware of the PIPs

Colin Batchelor looks at some of the implications arising from recent pension tax relief reform

clock 25 November 2010 •

uncategorised

Call for advisers to 'play fair' in run-up to RDR

Carl Lamb calls upon fellow advisers to take a responsible approach to client charging

clock 25 November 2010 •

uncategorised

Protecting your assets

Carla Brown looks at why discretionary trusts are still popular for safeguarding assets

clock 25 November 2010 •

RDR

How I prepared for RDR, by Dragonfly's Adam Young

Adam Young, financial life planner at Dragonfly, reveals his four-step guide to preparing for RDR, and explains why being a business owner helped.

clock 25 November 2010 •

TMT

Technology lends a helping hand to consolidation

Andy Watts, intermediary director at 1st - Exchange, looks at the part technology is playing for adviser firms wanting to differentiate their business in the run-up to RDR.

clock 25 November 2010 •

TMT

Tech Review: Cofunds

AT8's Mark Loosmore kicks off a series on platforms with a look at Cofunds.

clock 25 November 2010 •
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