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Opinion

Technology

Using tools is a two-way street

Asset allocation and portfolio modelling tools have been one of the great technology success stories of the past five years.

clock 16 August 2007 •

Mortgages

How do we combat the fakers?

"I'd like to earn a million please" - If upping your income were only that easy. Well, according to Replicadoc it is! Replicadoc are an online document provider who offer their customers a range of ‘novelty' documents displaying whatever salary level,...

clock 15 August 2007 •

Your profession

Distraction, the enemy of profit!

For any business, regardless of sector, it is always easy to become distracted and lose focus on your key profitable operation. But, for businesses or managers that allow themselves to get severely distracted away from their main business operation, there...

clock 14 August 2007 •

Investment

Forecasting is a hazardous business

Michael Fish never lived down his reassurances on the weather before the great 1987 storm hit. Similarly the actuarial profession has a reputation for consistently underestimating future improvements in mortality rates. And let's not start on how projections...

clock 13 August 2007 •

Offshore Investment

Do With-Profit Bonds present an offshore opportunity?

It was not that long ago since With-Profit Bonds dominated the investment advice arena. In fact, between 2000 and 2002, £8.3billion was invested, via IFAs, into with-profits bonds (Source ABI). While there were offshore with-profits bonds available, they...

clock 10 August 2007 •

Technology

An iStorm in a teacup

I had to laugh the other day when I caught the end of a film from the late 1980s - big hair and even bigger mobile phones. As time has passed, the size of mobile phones has decreased at the same rate as their sophistication has grown. At what point did...

clock 09 August 2007 •

Technology

The Personal Touch

Joined-up customer communications used to be something of a pipe-dream in the financial intermediary sector.

clock 08 August 2007 •

Technology

Super wraps - not all they're cracked up to be

I had an interesting chat a couple of days ago with IFAonline's own Jennifer Bollen on the threats to wrap providers from IFA back office system providers.

clock 07 August 2007 •

Mortgages

Mortgage meddling's like something from cartoon

Dear oh dear! The government may be riding high in the polls at the moment, but when it comes to the mortgage industry, their meddling makes Scooby Doo and the gang of the Mystery Machine look like Benedictine monks.

clock 06 August 2007 •

uncategorised

uk swept away by offshore

The fact the UK is increasingly losing out to Luxembourg as a domicile of choice has again been high...

clock 01 August 2007 •
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