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News

Investment

So, what is a retail investment product?

From 2013, independent advisers must have a working knowledge of all ‘retail investment products'. There's just one problem: the FSA has been slow to define what they are.

clock 03 November 2011 •

Pensions

Is there any point to a full SIPP any more?

The rise of the simple SIPP is threatening traditional plans, say advisers...

clock 03 November 2011 •

Offshore Investment

Fundsmith offers sicav feeder fund

UK fund management firm, Fundsmith, is to use the recent UCITS IV legislation allowing them to launch a regulated SICAV feeder fund in Luxembourg.

clock 03 November 2011 •

Offshore Investment

Greek referendum a trap

The Chairman of economic advisory council to the French government and professor at Paris' Sorbonne university, Christian de Boissieu, has accused Greek Prime Minister Georges Papandreou of putting forward "a trap" by calling for a Greek referendum on...

clock 03 November 2011 •

Investment

Freedom of Information at the FOS: Your right to the truth

For ten years the Financial Ombudsman Service has been making decisions behind closed doors. But all that changes from this week, as we find out...

clock 03 November 2011 •

Investment

Saving for university: Why your clients need you more than ever

With tuition fees rising, saving for a child's university expenses has taken on new significance, writes Standard Life International's Ian Searle

clock 03 November 2011 •

Investment

Are simple products a threat to IFAs?

Proposals for ‘simple' products have raised the question: Is there a danger that, with basic solutions available, consumers with complex financial needs may bypass the advice channel?

clock 03 November 2011 •

Technology

How tech-savvy IFAs are stealing a march on peers

The emergence of smartphone apps and tablets has opened up a whole new world of possibility for some IFAs, writes Terry Huddart, technical communications manager at Nucleus

clock 03 November 2011 •

Regulation

Advising your American clients...

The Foreign Account Tax Compliance Act (FATCA) is set to impact advisers with American clients when it comes into force in 2013. David Treitel, tax director at US 
Tax & Financial Services Ltd, explains how best to manage the risks

clock 03 November 2011 •

Investment

Advisers welcome FSA drawdown probe

Advisers have welcomed news the FSA is writing to advice firms about drawdown to monitor trends in the light of April's new rules, as a remedy for drawdown abuse.

clock 03 November 2011 •
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