It is important to consider the tax consequences where a provider pays an adviser on the client’s behalf
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
The lessons to be learned from the regulator’s recent decisions on inducements
Is self-employment the way to bring more women into financial services?
With great responsibility comes the need for collaboration
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?
With just over a year to go until the transition, it is worth taking stock of the rules around taxation
Lenders have no plans to change policy on pension contributions despite warning
Psigma says the falling valuations in the Eurozone have presented it with a fantastic opportunity as most others shy away from the region’s assets.
Risk-rated and risk-targeted funds differ greatly despite their similar ring – even within each side of the debate
Trusts are just one answer for IHT clients who do not want to lose control of or access to capital.
Brokers have slammed the Labour Party after it revealed its proposed mansion tax last week.
Is the Good Money Week rebrand reflecting a broader trend?
A sharp Chinese growth disappointment will send surrounding economies falling with it, but a bet on Australian government bonds could be insurance enough to smooth it out.
In the coming weeks there are several factors which could help turn European sentiment and convince investors that Europe is moving in the right direction.
Montage Portfolio Management managing director and portfolio manager Peter Montague says he still sees value in US markets
Political parties are considering big reforms of stamp duty and wealth taxes.
Industry experts say Japanese corporates offer attractive earnings growth and valuations despite worries over recent macroeconomic data
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?
Our new cradle-to-grave fund supervision team will help us spot risks earlier.
Makeover consultancy Jigsaw Tree aims to get jaded advice firms running at optimum performance
The changes in the Budget to pension freedoms could make life even harder for older borrowers
As markets grow cold on the big three supermarkets, some investors are turning to discount names as an attractive alternative
Most objections to investing in registered pensions have revolved around their inflexibility and the position on death. This has all changed
FSCS levy payers have an interest in ensuring new products come under scrutiny.
Partner and investment manager Mike Deverell says smaller-scale wealth managers can gain property exposure without taking too much liquidity risk along the way.
When the Chancellor announced the end of the “death tax”, he probably did not realise what a boost he was giving to advisers.
Economic growth has recovered and is now expected to grow by around 3 per cent in the current year. But is this type of economic growth robust?
A survey from reinsurer RGA has found the protection industry is predicting automated advice within five years.
If you are contemplating getting into the auto-enrolment market, you need to get to grips with how it is changing.
Commodities have slumped to their lowest level in years as China sneezes and American harvests boom. So is now the time to buy in?
Has the RDR broken the ice between investment trusts and advisers?
It is important to think about what will need to be reported and how the accelerated payments provisions might apply to IHT schemes reported under Dotas.
Lenders’ policies on pension contributions are pushing some to consider ceasing payments.
We now have a Care Act which, while not perfect, is a substantial step forward.
In the coming years, we are likely to see the debate about the UK’s place in the European Union intensify.
Leaving auto-enrolment to the last minute is a risky strategy for small and medium sized firms.