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FCA: What we are doing to prevent future fund collapses

21 October 2014

Our new cradle-to-grave fund supervision team will help us spot risks earlier.

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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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Tony Wickenden: Is US tax victory all it seems?

19 October 2014

There has been a strong trend in US firms making foreign acquisitions in order to relocate their tax domicile to a friendlier lower-tax jurisdiction


Older mortgage borrowers face more hurdles after pensions overhaul

17 October 2014 | By Samuel Dale

The changes in the Budget to pension freedoms could make life even harder for older borrowers

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Do shifts in retail herald the end for supermarket stocks?

16 October 2014 | By Pamela Morris

As markets grow cold on the big three supermarkets, some investors are turning to discount names as an attractive alternative

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Danby Bloch: Advisers must save clients from themselves

15 October 2014

Most objections to investing in registered pensions have revolved around their inflexibility and the position on death. This has all changed

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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.

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Asset allocation: Equilibrium proves smaller is better for property

13 October 2014 | By Pamela Morris

Partner and investment manager Mike Deverell says smaller-scale wealth managers can gain property exposure without taking too much liquidity risk along the way.


Billy Burrows: Axing 'death tax' a real boon for advisers

13 October 2014

When the Chancellor announced the end of the “death tax”, he probably did not realise what a boost he was giving to advisers.


Mark Barnett: Can the UK sustain its recovery?

9 October 2014

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?


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.

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Danby Bloch: Reasons to be hopeful about auto-enrol opt-outs

6 October 2014

If you are contemplating getting into the auto-enrolment market, you need to get to grips with how it is changing.


Commodities hit the buffers: Is now the time to buy?

4 October 2014 | By Michael Berry

Commodities have slumped to their lowest level in years as China sneezes and American harvests boom. So is now the time to buy in?


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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Tony Wickenden: Shining the spotlight on Dotas

3 October 2014 | Updated: 4 October 2014

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.


'Danger' in advice to borrowers to suspend pension payments

1 October 2014 | By Tessa Norman

Lenders’ policies on pension contributions are pushing some to consider ceasing payments. 

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Tony Mudd: What products are a natural fit for long-term care?

25 September 2014

We now have a Care Act which, while not perfect, is a substantial step forward.

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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.


Auto-enrol sleepwalkers are causing alarm

24 September 2014 | By Amanda Newman Smith

Leaving auto-enrolment to the last minute is a risky strategy for small and medium sized firms.


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?


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


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


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.


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.


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.


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?


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.


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.


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.


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.


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


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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