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
Is self-employment the way to bring more women into financial services?
Clients will need help weighing up the pros and cons of their retirement options in the world of pension freedom
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?
Donor-advised funds are big in the US but relatively new to the UK
Is the AF2 business financial planning exam more relevant to advisers than they think?
Makeover consultancy Jigsaw Tree aims to get jaded advice firms running at optimum performance
FSCS levy payers have an interest in ensuring new products come under scrutiny.
A survey from reinsurer RGA has found the protection industry is predicting automated advice within five years.
Has the RDR broken the ice between investment trusts and advisers?
In the coming years, we are likely to see the debate about the UK’s place in the European Union intensify.
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?
The majority of the surplus has been allocated to US equities which are increasingly attractive against the current political unrest in Europe
The asset-gathering business model is a potential cause for concern, particularly when it comes to product suitability
Facilitating advice charges through pensions can have tax advantages but make sure you comply with the rules.
Financial planner sheds light on latest technological wizardry in financial services.
Is there really any difference between unitised discretionary fund management and multi-manager funds?
Every business should have a risk register setting out the main risks the organisation faces and how it is dealing with them.
Is technology a business opportunity or a threat for advisers?
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.
A further look at how new planned IHT rules would apply to relevant property trusts.
There is further work to be done in understanding the regulatory high-level standards in developing a bona fide business plan.
Brewin Dolphin head of research Guy Foster says noises coming from the respective governments of rising inflation will force a sale of holdings
Use the quieter summer months to determine which areas of your business might benefit from a modular charging structure
Fastrak service gives advisers a single view of platform and back office systems.
What questions should advisers ask clients in the new world of flexible retirement?
Business continuity plans address key risks and set out a protocol for dealing with unforeseen outcomes.
Higher net worth clients may seem desirable but can pose all kinds of compliance and legal problems.
The FCA has indicated increasing intolerance for non-compliance, so we are likely to see regulatory action if there is no improvement.
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.
Ours is not to ask “Why innovate?” but rather to question what we need to change and how we do it. Or risk extinction…
Plan Money director Peter Chadborn tells Amanda Newman Smith the rationale behind Plan Direct, his firm’s online non-advised service
Tax on charges for initial advice when setting up a trust can be a complicated business
Tony Yousefian takes stock on an eventful year for his CV
Following Sarasin & Partners move to produce a bespoke index with Indexx Markets, is this the first move towards firms producing tracker versions of funds?
This month’s moves include changes at Jupiter, MetLife and Standard Life Investments
The FCA is intent on examining advisers’ delivery of service commitments more closely
Goldmine Media helps advice firms get the best from digital marketing.
Client surveys are nothing new but the areas in which they can uncover important issues have been growing rapidly.
There is no denying the subduing impact of the compliance function when it comes to recommending bonds for clients