Money Marketing
24 June 2010
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£13Bn from VAT rise
24 June 2010
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1.2% Growth this year
24 June 2010
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10 MINUTES WITH...SHIGERU OSHITA
28 Jun 2010
James Smith spends 10 minutes talking to Japanese fund manager Shigeru Oshita.
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1st-The Exchange buys software firm
24 June 2010
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72% agree with multiple-choice exam format
24 Jun 2010
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A fine balance for property
25 Jun 2010
Sally Laker believes the property market is precariously balanced.
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A matter of trust
24 June 2010
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A new map of risk
24 June 2010
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Advisers back bank move but fear fee increases
24 June 2010
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Advisers fear wider protection retreat
25 Jun 2010
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Aegon to pull back in the UK
24 June 2010
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Bank of England warns against Lehman style accounting ‘gimmicks’
28 Jun 2010
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Base instincts
24 June 2010
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Basic-rate payers get £170 extra
24 June 2010
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BoE must recognise the size of its task
25 Jun 2010
Brian Tora says that the Bank of England must recognise that the financial services industry is made of businesses of all shapes and sizes.
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Bonds fail to get back in balance
24 Jun 2010
Insurance bonds are unlikely to see a huge bounce back after the CGT rise was smaller than many expected.
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Borrowers could be hit by £2bn bank levy
25 Jun 2010
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Borrowers face testing time
24 June 2010
First Action Finance’s Jonathan Cornell says landlords and borrowers alike may suffer in the wake of the emergency Budget.
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Borrowing to plunge
24 June 2010
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Brought to book
24 June 2010
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Cann claims Cummings quit due to lack of Aifa direction
24 June 2010
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Capital pain relief for BTL
24 Jun 2010
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Caution is key for multi-asset mix
24 June 2010
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CGT move brings stealth tax for trustees
24 June 2010
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CGT rise could see admin problems
24 Jun 2010
Financial services companies warn that the immeadiate CGT rise may create admin problems for taxpayers.
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CPMA will be a 'strong champion for consumers'
24 June 2010
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Cummings wins praise for his contribution to IFA cause
24 June 2010
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Dear Rob&Roderic...
24 June 2010
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Dewar and Pain tipped for CPMA job
24 Jun 2010
Sally Dewar and Jon Pain are two of the names being touted for the top job at the CPMA.
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Earlier start for state pension at 66
24 June 2010
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Europe needs €2 trillion bail out, says Buiter
24 Jun 2010
Citigroup economist and former MPC member says €860bn bailout is too small.
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Feeding the Piigs
24 Jun 2010
John Greenwood says the EU has plans for the UK to pay for other states’ pension failures
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Fitch optimistic on keeping AAA rating
24 June 2010
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Flipside of a housing recovery
24 Jun 2010
Mark Chilton says markets should react well to the emergency Budget.
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Four platforms ready to set up in IFA market
24 Jun 2010
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FREE - brand new J01 revision guide!
27 Jun 2010
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Gartmore buys to be in on bounce
24 June 2010
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General avoidance rule is attacked
24 June 2010
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Go away May
24 June 2010
FundQuest’s Paul Kim assess how investors can avoid the negatives in the markets.
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Google offers help for IFAs
24 June 2010
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Half of advisers expect boost for Omo
24 June 2010
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Harman hammers stifling strategy
24 June 2010
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Hodge pulls back on equity release
24 June 2010
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Hospitality feat
24 June 2010
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Hutton will head probe into future of public sector pensions
24 June 2010
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IFAs get tax cut but capital allowances slashed
24 Jun 2010
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Ignis picks Japan over China
24 June 2010
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Keeping up with the Joneses
24 June 2010
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Keydata chief slams the regulator's role
24 June 2010
Keydata founder Stewart Ford hit back last week at the FSA over its statements on the Keydata/ Lifemark saga.
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Lawyers say FSA restructure will just be a costly rerun
23 Jun 2010
Legal experts warn the Government’s new regulatory framework will create immense costs and many of its perceived benefits are largely illusory.
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Leader: Cherry Reynard
24 June 2010
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Life offices bypass advisers on FIB claims
24 Jun 2010
Lifesearch has warned that insurers are contacting beneficiaries eligible for family income benefit and offering to commute their plans to lump-sum payments without consulting the adviser who originally sold the policy.
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Life plans escape IPT as PMI is hit
25 Jun 2010
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Lifetime annuities to keep top spot for income
24 June 2010
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Line of vision
24 June 2010
Devesh Ambasna, principal of Devesh Ambasna Associates, believes his skills lie in motivation and curing clients’ ’vision leakage’.
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Look to law grads for recruits
24 June 2010
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Make allowances for future change
24 Jun 2010
Rob Reid says advisers must prepare for the aftermath of the emergency Budget.
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MEP wants power back to Parliament
24 June 2010
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MM Leader: Cummings will be a tough act to follow for Aifa
24 Jun 2010
The next director general of Aifa will have to lobby for IFAs in a hostile political and regulatory environment.
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Money Marketing Competition
28 Sep 2011
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New regime to apply to all
24 June 2010
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Non-dom review
24 June 2010
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OBR forecast too optimistic
24 June 2010
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On the level
24 June 2010
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Opportunity for Aifa to take a new path
28 Jun 2010
Nic Cicutti says that Aifa must become synonomous with quality, professionalism, dedication and total commitment to customers.
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Osborne rips up the pension complexity
24 June 2010
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Peak practice
24 Jun 2010
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Pension reprieve for high-earners
24 June 2010
The repeal of the high-earner tax rules will be welcome to advisers and providers.
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Philippa Gee
28 Jun 2010
The RDR has provided the spark for a well known IFA to return to the sector and set up her own business, encouraged by the FSA’s insistence on advisers moving away from commission.
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Pick out a niche and double your profits
25 Jun 2010
FP Advance chief executive Brett Davidson says IFA firms that segment their clients and identify a niche within their client base can more than double their profits.
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Platform challenges
24 June 2010
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Poor faith in child poverty claim
24 Jun 2010
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Positive Solutions hires KPMG to review pension switching business
23 Jun 2010
The network insists the review was not instigated by the FSA or prompted by unsuitable cases found.
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Press for interaction
24 June 2010
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Product providers must make it easier to retain business
29 Jun 2010
Emma Prescott says product providers are making client retention difficult for protection advisers.
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Protection firms wary on innovation risks
24 June 2010
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Protection sector may follow the shift to escalation in line with CPI
24 Jun 2010
The move to increase state benefits in line with the consumer prices index may see the protection market follow suit on their policies.
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Qualifications help from Zurich
25 Jun 2010
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RBS warns of global financial ‘cliff-edge’
28 Jun 2010
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Rdr will take a load off investors
24 June 2010
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Sants and King get the power
24 June 2010
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Sense and segmentation
24 June 2010
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Sitting room
24 June 2010
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Solvency II to hit insurers' credit ratings
24 June 2010
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Take care of the margins in move to fee business
25 Jun 2010
Macquarie says advisers moving to a fee-based model must ensure they build a profit margin into their charges to make a successful transition.
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Target set for debt
24 June 2010
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Technical advances
24 June 2010
Nick Eatock and Brett Davidson agree technology will be crucial in delivery of the RDR but differ on the most important systems to have in place.
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Technical Connection launch leading edge CPD platform
25 Jun 2010
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The app of my eye
6 Jul 2010
Two weeks ago, I looked at the fundamental changes being driven by the emergence of consumer-focused technology on the wider world and the potential impact for our industry.
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The fair way forward
24 June 2010
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The value of project management
24 June 2010
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The weird and the marginal
25 Jun 2010
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Tighter affordability will aid advisers
24 Jun 2010
The £2bn annual banking levy could push more consumers to seek mortgage advice as borrowers are increasingly turned away from high-street banks.
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Triple-lock rise
24 June 2010
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Trusts hit by CGT changes
24 June 2010
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UK faces both inflation and deflation fears, says Pimco
28 Jun 2010
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Under construction
24 June 2010
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US lawyers finalise financial reform bill
25 Jun 2010
President Obama pushes bill to reform Wall Street.
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VAT rise will put IFAs more out of reach
24 June 2010
Experts warn that the Budget’s VAT rise could put independent financial advice further out of reach of the mass market as IFA clients will pay 20 per cent VAT on the fees for advice they receive.
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VCTs and EIS set for a surge
25 Jun 2010
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Who will follow Cummings at Aifa?
23 Jun 2010
IFA Amanda Davidson and IFP chief executive and Nick Cann have ruled themselves out of the running to replace Chris Cummings as director general of Aifa.
