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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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Why did the Scottish No campaign not talk about mortgage uncertainty?

18 September 2014 | By Devraj Ray

Brokers argue that the uncertainty around a currency split and mortgage lending should have been a main feature of the No campaign

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Asset allocation: Beaufort IM turns eyes to the east

18 September 2014 | By Michael Berry

Beaufort Investment Management is slow and deliberate with its investment decisions and is sceptical of the ability to time markets

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The Platforum: Barclays is banking on a new platform

17 September 2014

The next phase of Barclays’ evolution will see it building its own platform technology with FNZ

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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

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'Regulatory unknowns' for HSBC as Woodford scraps holding

15 September 2014 | By Michael Berry

Woodford cites danger of more regulatory penalties but others see positives for the bank.

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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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Will high-street giants follow Skipton's SVR move?

12 September 2014 | By Devraj Ray

Skipton Building Society has reduced its revert-to rate by 0.5 per cent but brokers are divided about whether other lenders will follow.

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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.

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Are pension death benefits about to get a new lease of life?

11 September 2014 | By Amanda Newman Smith

Tax on pension death benefits is expected to fall but are radical plans for passing on pensions feasible?

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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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Lenders adapt valuation models as surveyor shortage bites

8 September 2014 | By Devraj Ray

Up to 40 per cent of properties are failing to complete as result of a shortage of surveyors.

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What is the best way to buy in to property?

5 September 2014 | By Jon Yarker

Fund managers discuss the viable routes to invest in property, and whether the property ship has already sailed.

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Is Sipp scrutiny shutting out HNW investors?

5 September 2014 | By Amanda Newman Smith

More restrictive investment choices are frustrating high-net-worth investors, the original audience for Sipps.

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The Platforum: Hargreaves Lansdown remains the D2C platform to beat

5 September 2014

Having looked at adviser platforms over recent weeks, our focus now turns to direct-to-consumer platforms.

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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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Asset Allocation: Patience a virtue for JPM as it puts faith in Japan

1 September 2014 | By Michael Berry

The JP Morgan Fusion fund of funds range has doubled down on Japanese prime minister Shinzo Abe’s planned third arrow.

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Adam Samuel: Wielding the power of attorney

29 August 2014

Grey areas can emerge when trying to meet the interests of your customers, especially in areas such as power of attorney

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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?

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Falling securitisation costs could spark wave of new lenders

29 August 2014 | By Devraj Ray

Proposed changes to the Solvency II directive would bring down the cost of securitising, which some say will lead to new lenders.

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Why past performance numbers don’t add up

28 August 2014 | By Amanda Newman Smith

Negative numbers from the financial crisis are dropping out of investment funds’ five-year numbers but what does this mean for investors?

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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. 

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Will £10k annual allowance put the brakes on pension flexibility?

11 August 2014 | By Amanda Newman Smith

The Government is trying to balance flexibility and anti-abuse measures in its ambitious plans for pension reform.

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Concern over ever-longer mortgage terms

25 July 2014 | By Devraj Ray

Borrowers could face difficulties maintaining repaymetns if their income falls during retirment

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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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The Platforum: Parmenion and its ready-made CIPs

24 July 2014

Ready-made centralised investment propositions

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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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Outsourcing: Which model works for your clients?

17 July 2014 | By Amanda Newman Smith

Centralised investment propositions must suit the client to satisfy the regulator.

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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

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Using social media as a recruitment tool

17 July 2014

No longer just a youth fad or client lead generator, social media plartforms are used with increasing success for recruitment purposes - both when hiring or looking for a new position

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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.

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Tony Wickenden: When it is relevant to pay IHT

16 July 2014

Government proposals to simplify IHT charges on trusts have shown that reform is far from simple.

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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.

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Lack of direction: Govt's guidance on long-term care advice falls short

11 July 2014 | By Steve Tolley

Advisers and providers believe the Government’s long-term care guidelines are too broad and don’t do enough to aid self-funders.

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Elephant

Are growing strategic bond funds losing their nimbleness?

10 July 2014 | By Jon Yarker

Are the popular and growing strategic bond funds in danger of becoming their own worst enemy?

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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.

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