24 June 2010
James Smith spends 10 minutes talking to Japanese fund manager Shigeru Oshita.
Sally Laker believes the property market is precariously balanced.
Brian Tora says that the Bank of England must recognise that the financial services industry is made of businesses of all shapes and sizes.
Insurance bonds are unlikely to see a huge bounce back after the CGT rise was smaller than many expected.
First Action Finance’s Jonathan Cornell says landlords and borrowers alike may suffer in the wake of the emergency Budget.
Financial services companies warn that the immeadiate CGT rise may create admin problems for taxpayers.
Sally Dewar and Jon Pain are two of the names being touted for the top job at the CPMA.
Citigroup economist and former MPC member says €860bn bailout is too small.
John Greenwood says the EU has plans for the UK to pay for other states’ pension failures
Mark Chilton says markets should react well to the emergency Budget.
FundQuest’s Paul Kim assess how investors can avoid the negatives in the markets.
Keydata founder Stewart Ford hit back last week at the FSA over its statements on the Keydata/ Lifemark saga.
Legal experts warn the Government’s new regulatory framework will create immense costs and many of its perceived benefits are largely illusory.
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.
Devesh Ambasna, principal of Devesh Ambasna Associates, believes his skills lie in motivation and curing clients’ ’vision leakage’.
Rob Reid says advisers must prepare for the aftermath of the emergency Budget.
The next director general of Aifa will have to lobby for IFAs in a hostile political and regulatory environment.
Nic Cicutti says that Aifa must become synonomous with quality, professionalism, dedication and total commitment to customers.
The repeal of the high-earner tax rules will be welcome to advisers and providers.
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.
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.
The network insists the review was not instigated by the FSA or prompted by unsuitable cases found.
Emma Prescott says product providers are making client retention difficult for protection advisers.
The move to increase state benefits in line with the consumer prices index may see the protection market follow suit on their policies.
Macquarie says advisers moving to a fee-based model must ensure they build a profit margin into their charges to make a successful transition.
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.
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.
The £2bn annual banking levy could push more consumers to seek mortgage advice as borrowers are increasingly turned away from high-street banks.
President Obama pushes bill to reform Wall Street.
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.
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.