Latest Blogs

Rob Sinclair: The agenda for a new Ami

22 Feb 2012

Rob Sinclair says the new Ami faces a number of challenges in the next few months.

Chris Davies: The power of relationship capital

22 Feb 2012

Chris Davies says the Towry/Raymond James judgment supports the power of personal client relationships.

Lakey: Insurers must stop using activity-based definitions

21 Feb 2012

Alan Lakey says insurers must end their use of the “dubious claims criteria”.

John Howard side

How does a regulator decide when profits are unfair?

21 Feb 2012

Former Consumer Panel chairman John Howard on the dilemmas facing the FCA over new product banning powers.

Tom Baigrie: Wheatley's chance to end 25 years of bad regulation

21 Feb 2012

Tom Baigrie says Martin Wheatley must act quickly to end 25 years of poor regulation.

Ian McKenna: The new wave of FS tech

20 Feb 2012

F&TRC director reports from this year’s Finovate conference.

Cicutti: No reason IFAs can't build up scale

16 Feb 2012

Nic Cicutti says IFA firms should look to train college students in a bid to improve their business and the wider industry.

MM Podcast: Tax efficiency or tax avoidance? Video

16 Feb 2012 | By Steve Tolley

New Economics Foundation and International Financial Centres Forum go head to head on offshore centres and tax.

Why can't we have proper OMO figures?

16 Feb 2012 | By John Greenwood

The FSMA needs to be changed to let the FSA probe annuities

MM leader: Aifa needs to step up to the mark

16 Feb 2012

Ami’s decision to break away from Aifa means another senior and valuable staff member is leaving the adviser trade body.

The angry view from a closed-life call centre

15 Feb 2012

Call centre worker has a few things to get off his chest about IFA professionalism.

Hogarth: We will soon know the winners and losers of the RDR

15 Feb 2012

Paul Hogarth says we will know who is likely to survive once the RDR deadline arrives.

Martin Werth: Reality has struck the protection market

14 Feb 2012

Martin Werth says people have finally realised the importance of having protection cover.

Billy Burrows: Sensationalist media is harming pension savers

14 Feb 2012

You can hardly turn on the TV or pick up a paper without being bombarded with stories about the woes of the annuity market.

Dampier: My latest meeting with Neil Woodford

13 Feb 2012

Mark Dampier says investors can trust Neil Woodford to steer them through difficult times.

Ian McKenna: How prepared is Cofunds for RDR?

13 Feb 2012 | By Ian McKenna

As part of a regular series, Ian McKenna looks at how the platform is getting ready for RDR.

Chris Hannant

No signs of efficiency in FSA budget

13 Feb 2012

Aifa policy director Chris Hannant highlights a lack of accountability.

Charging transparency: the case for an FSCS product levy

10 Feb 2012 | By Paul McMillan

An overhaul of the compensation system to remove the hidden charges ultimately borne by clients.

Paul Farrow: ABI should not dismiss damning NAPF report

9 Feb 2012

The date of the RDR draws ever closer, yet you get the impression that the regulator still has not thought it through.

MM Leader: Foolish to ignore calls for cost clarity

9 Feb 2012

It would wrong to dismiss the demands for increased transparency.

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MM Leader

MM Leader: Foolish to ignore calls for cost clarity

9 Feb 2012

It would wrong to dismiss the demands for increased transparency.

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Editor's View

Charging transparency: the case for an FSCS product levy

10 Feb 2012 | By Paul McMillan

An overhaul of the compensation system to remove the hidden charges ultimately borne by clients.

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Nic Cicutti

Cicutti: No reason IFAs can't build up scale

16 Feb 2012

Nic Cicutti says IFA firms should look to train college students in a bid to improve their business and the wider industry.

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Brian Tora

Is a fund manager's job redundant in these markets?

3 Oct 2011

Brian Tora says the price to be paid for years of over-consumption could be a lost decade of returns.

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Robert Reid

Rob Reid: What is the value of the independence tag?

19 Dec 2011

We need to rename execution-only as “no advice”.

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Alan Lakey

Alan Lakey: The true cost of RDR 'savings'

3 Feb 2012

Alan Lakey says the RDR makes no financial sense.

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Danby Bloch

Danny_Bloch.jpg

Time to embed change in your business for continuous improvement

14 October 2010

Welcome to Viewpoint. Our aim is for this to be a really useful column for practising IFAs. Every other week the column will range over the many different aspects of being an IFA and running an IFA business and come up with some practical ideas

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