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Asset allocation: Charles Stanley sticks with UK but shies from retail

20 November 2014 | By Sam Macdonald

With UK equities currently making up 38 per cent of the portfolio, Charles Stanley says its high-conviction approach of 15 UK stocks puts importance on each stock’s performance

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Bridging the gender gap

20 November 2014 | By Amanda Newman Smith

Is self-employment the way to bring more women into financial services?

Comments (3)

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The raft of options in brave new pensions world

13 November 2014 | By Amanda Newman Smith

Clients will need help weighing up the pros and cons of their retirement options in the world of pension freedom

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How important is yield when it comes to investment trusts?

13 November 2014 | By Sam Macdonald

Last week Oriel Securities published its list of the top 20 investment trusts with a dividend yield in excess of 4 per cent – but how important is yield to advisers?

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Does charity begin at donor-advised funds?

23 October 2014 | By Amanda Newman Smith

Donor-advised funds are big in the US but relatively new to the UK

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What's standing in the way of the business financial planning exam?

22 October 2014 | By Amanda Newman Smith

Is the AF2 business financial planning exam more relevant to advisers than they think?

Comments (8)

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Does your firm need a business makeover?

20 October 2014 | By Amanda Newman Smith

Makeover consultancy Jigsaw Tree aims to get jaded advice firms running at optimum performance

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Adam Samuel: Don't fall into the products trap

14 October 2014

FSCS levy payers have an interest in ensuring new products come under scrutiny.

Comments (8)

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Machines set to 'outsell advisers within five years'

6 October 2014 | By Amanda Newman Smith

A survey from reinsurer RGA has found the protection industry is predicting automated advice within five years.

Comments (9)

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Are investment trusts coming in from the cold?

3 October 2014 | By Amanda Newman Smith

Has the RDR broken the ice between investment trusts and advisers?

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Linda Smith: Advising cross border within the EU

25 September 2014

In the coming years, we are likely to see the debate about the UK’s place in the European Union intensify.

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Is the Nikkei 400 a good stock guide for fund managers?

18 September 2014 | By Sam Macdonald

The Japanese Nikkei 400 index launched in the summer of 2013 as an index showcasing the country’s most shareholder-friendly and best-run companies, but how much of a guide is this for fund managers?

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Asset allocation: 7IM swaps European equities for US exposure

16 September 2014 | By Sam Macdonald

The majority of the surplus has been allocated to US equities which are increasingly attractive against the current political unrest in Europe

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Richard Leeson: RDR poses pitfalls for asset gatherers

16 September 2014

The asset-gathering business model is a potential cause for concern, particularly when it comes to product suitability

Comments (2)

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Paul Kennedy: Beware tax penalties on pension advice charges

15 September 2014

Facilitating advice charges through pensions can have tax advantages but make sure you comply with the rules.

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How to find the adviser tech tools that really work

11 September 2014 | By Amanda Newman Smith

Financial planner sheds light on latest technological wizardry in financial services.

Comments (2)

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Do you know your DFM from your multi-manager fund?

9 September 2014 | By Amanda Newman Smith

Is there really any difference between unitised discretionary fund management and multi-manager funds?

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Danby Bloch: Fast track to a risk register

1 September 2014

Every business should have a risk register setting out the main risks the organisation faces and how it is dealing with them.

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How far can technology replicate the advice process?

29 August 2014 | By Amanda Newman Smith

Is technology a business opportunity or a threat for advisers?

Comments (2)

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Ian McKenna: Would guidance be better as a short-term fix?

26 August 2014

A huge amount of time and money is about to be spent because the Chancellor did not fully think through the implication of the guidance guarantee. 

Comments (1)

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Tony Wickenden: A matter of relevance

24 July 2014

A further look at how new planned IHT rules would apply to relevant property trusts.

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Chris Davies: The starting point for business planning

24 July 2014

There is further work to be done in understanding the regulatory high-level standards in developing a bona fide business plan.

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Asset allocation: Brewin Dolphin looks to sell down US and UK equities

17 July 2014 | By Sam Macdonald

Brewin Dolphin head of research Guy Foster says noises coming from the respective governments of rising inflation will force a sale of holdings

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Financial planning is not just a marketing label

17 July 2014

Use the quieter summer months to determine which areas of your business might benefit from a modular charging structure

Comments (6)

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Sprint to the finish

17 July 2014 | By Amanda Newman Smith

Fastrak service gives advisers a single view of platform and back office systems.

Paul Resnick

Paul Resnik: Budget guidance puts advisers in role of question master

16 July 2014

What questions should advisers ask clients in the new world of flexible retirement?

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Phil Billingham: Making business plans in an uncertain world

15 July 2014

Business continuity plans address key risks and set out a protocol for dealing with unforeseen outcomes.

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Adam Samuel: The problem with high net worth clients

15 July 2014

Higher net worth clients may seem desirable but can pose all kinds of compliance and legal problems.

Comments (5)

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Meeting the FCA's rules on costs disclosure

6 July 2014

The FCA has indicated increasing intolerance for non-compliance, so we are likely to see regulatory action if there is no improvement.

Comments (1)

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What successful marketing looks like

6 July 2014

Many advisers get off to a great start with marketing but do not sustain the activity, either because other priorities come along or they feel their strategy is not working.

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Six steps of business innovation

3 July 2014

Ours is not to ask “Why innovate?” but rather to question what we need to change and how we do it. Or risk extinction…

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The secret to retaining low-value business

23 June 2014 | By Amanda Newman Smith

Plan Money director Peter Chadborn tells Amanda Newman Smith the rationale behind Plan Direct, his firm’s online non-advised service

Comments (1)

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Tony Wickenden: Should the settlor settle up?

27 November 2014

Tax on charges for initial advice when setting up a trust can be a complicated business

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Profile: 'I have irons in the fire but am very open-minded'

27 November 2014 | By Sam Macdonald

Tony Yousefian takes stock on an eventful year for his CV

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Does Sarasin move signal new wave of 'active lite' trackers?

27 November 2014 | By Sam Macdonald

Following Sarasin & Partners move to produce a bespoke index with Indexx Markets, is this the first move towards firms producing tracker versions of funds?

Ross Teverson of Jupiter

People on the move

20 November 2014

This month’s moves include changes at Jupiter, MetLife and Standard Life Investments

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Richard Leeson: Advisers, providers and client satisfaction

13 November 2014

The FCA is intent on examining advisers’ delivery of service commitments more closely

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Extracting value from digital marketing

6 November 2014 | By Amanda Newman Smith

Goldmine Media helps advice firms get the best from digital marketing.

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David Shelton: The value of listening to clients

6 November 2014

Client surveys are nothing new but the areas in which they can uncover important issues have been growing rapidly.

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Compliance rules, okay (or not)?

6 November 2014

There is no denying the subduing impact of the compliance function when it comes to recommending bonds for clients

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The Budget: What do people really know?


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