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Opinion

Your profession

The perfect IFA team

You wouldn't hire a barrister to do a conveyancing job yet, in financial planning terms, day in day out, highly qualified financial advisers the length and breadth of the country continue to do just that by carrying out their own account admin.

clock 13 August 2009 •

Structured Products

Dickie talks Struc Prods: Which products are getting the inflows?

Barclays Wealth director Colin Dickie explains which structured products are the most popular in the current climate.

clock 12 August 2009 •

uncategorised

Rowanmoor's Mark Lisle... and the pursuit of happiness

For some unknown reason I have developed an insatiable appetite for autobiographies in middle age.

clock 10 August 2009 •

Your profession

Aviva Future Advisers: Second Intern's Diary

The Future Adviser Programme is a 6-week summer internship giving a top-down look from the manufacturers view all the way down to the advisers face-to-face meetings with clients, and everything in-between.

clock 07 August 2009 •

Individual Protection

Protection by Axa's Graham Harvey: Less is more

It never fails to surprise me just how hard it is to ensure customers understand exactly what they've bought.

clock 06 August 2009 •

Global

The Rathbone Global Opportunities fund

clock 05 August 2009 •

uncategorised

Smallwood's Shout: Pension transfer trouble

With news that one in five complaints received by the Pensions Ombudsman are attributed to pension transfers and that this number has doubled since 2007-08, it means that yet again the issues surrounding what constitutes sensible pension advice have come...

clock 05 August 2009 •

Your profession

Comment: Get ready for an onslaught of 'shocking' performance fees

The Financial Times' David Stevenson

clock 03 August 2009 •

Your profession

Aviva Future Advisers: Intern's Diary

It was difficult to know what to expect when I started the Future Adviser Programme with Aviva. The programme is designed to promote the financial advice profession to university graduates, in anticipation of the current Retail Distribution Review.

clock 03 August 2009 •

Protection

Market Views - August 2009

Do you think that any standardisation of qualifications for advisers will improve public trust in the insurance industry, leading to an uptake in the amount of people seeking independent advice?

clock 01 August 2009 •
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