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Peter Hamilton: Avoid 'open-ended advice' with your terms of business

14 April 2014

Take care when drafting terms of business agreements to clearly define the scope of advice and service provided by a firm.

Comments (4)


Better Business: Benchmarking your business

17 April 2014

Benchmarking compares your business to the rest of the market and provides context for competitive analysis. There are two main stages – gathering external data and assessing your position.


Careers Brief: Stand by your brand

17 April 2014 | By Amanda Newman Smith

The importance of building and communicating your brand should not be underestimated


People on the move

17 April 2014

Skandia Life founder and chairman of Nucleus Financial Group Paul Bradshaw has become chairman of River & Mercantile Group. The group was formed by the recent merger of P-Solve with River & Mercantile Asset Management. Bradshaw will oversee the firm’s growth strategy and work closely with its executive team, led by chief executive Mike Faulkner.


Re-emerging markets?

17 April 2014 | By Gary Jackson

Should investors react to signs that some emerging markets have started to outperform the developed world?


Investment Quorum guards against volatility with inflation-linked bonds

17 April 2014 | By Jon Yarker

Chief investment officer Peter Lowman is buying into inflation-linked bonds in order to prepare for potential volatility. 


Which way out on Help to Buy 2?

17 April 2014 | By Devraj Ray

Treasury says it has “mechanisms” in place to smooth the ending of the mortgage guarantee scheme, but doesn’t know what these are


Platform Focus: Skandia

17 April 2014

Skandia’s new Wealth Select service has attractions for advisers looking to de-risk their business but it feels a little like a business in transition

Gadget of the week-Outliner-17Apr14

Gadget of the fortnight: CarbonFin Outliner

17 April 2014

CarbonFin Outliner is a simple tool that lets you build an outline of anything in a logical and structured pattern.


Development focus: Telling your story to get hired

17 April 2014

In a competitive job market it is essential to present yourself in the best light to ensure you get hired

The Technical Quiz: 17 April

17 April 2014

To help you to keep up with the fundamentals of tax, retirement and financial planning, try answering these questions.

My Beautiful Career: Hans Georgeson

17 April 2014

The Architas managing director on starting a business in the midst of the worst financial crisis in living memory, the importance of networking and his work as an EU diplomat before joining the City


Compliance tip of the week: Research your products

16 April 2014

Research products and their associated risks. Do not allow product providers to sell to you. Many of the major misselling incidents of recent years had at their heart a very successful salesman flogging his product to IFAs. All too often, the adviser had no idea what was in the product or the risks to which anyone holding it was exposed.


Call for help: Are lenders treating advisers fairly on phone charges?

10 April 2014 | By Devraj Ray

Brokers have criticised lenders for charging premium rates on cases involving lower loan sizes.


Richard Buxton: Insurer woes add to economic uncertainty

10 April 2014

There are plenty of positive trends in the world – and the UK – economy but we need economic improvement to be reflected in profit growth for the FTSE to break out of its current range.


Platform focus: FundsNetwork

10 April 2014

An expected change of software provider and improving functionality means the Fidelity owned platform will remain a powerful force.


Lucian Camp: The toxic elements that led to the downfall of annuities

10 April 2014

The Chancellor’s Budget speech has been greeted as a nail in the coffin of unpopular and poor value annuities but there is no ready replacement for the one product that can manage the complicated issue of longevity risk.

Comments (10)


The stockpicker is king for Berry’s all-in equities approach

10 April 2014 | By Pamela Morris

CIO Mark Robinson says the backdrop of low rates and liquidity will continue to support equities but don’t explain plain-sailing from markets.

Bolton Anthony Fidelity 2014

Bolton's final word on China

10 April 2014 | By Michael Berry

Fidelity veteran Anthony Bolton retired from fund management last week, leaving investors with his parting views on China.

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Better Business: The importance of business planning

10 April 2014

In times of regulatory or investment uncertainty it remains important for businesses to have a long-term business plan in place.

47 The Technical Quiz: 10 April

10 April 2014

To help you to keep up with the fundamentals of tax, retirement and financial planning, try answering these questions.


Campbell Macpherson: The search for the best innovation in financial services

9 April 2014

A new regular column for Money Marketing will look at the best of innovation in financial services and how it is changing the business.


Stephanie Flanders: Understanding the risk of deflation in Europe

3 April 2014

The ECB’s loose monetary policy should ensure that 2014 is a better year for equities than 2013 but Europe’s falling inflation rate poses a real risk for investors if it turns into deflation


Compliance tip of the week: Needs and wishes are not the same

3 April 2014

Advisers have to be prepared to advise clients to follow a course of action they do not want to


Platform Focus: Cofunds

3 April 2014

The Platforum runs the rule over the main players in the platform market, starting with industry behemoth Cofunds.

Comments (1)


Better business: When you should consider using direct marketing

3 April 2014

Direct marketing is not a catch-all marketing solution but can be very effective when targeted properly.


The IPO sugar rush

3 April 2014 | By Jon Yarker

With so many companies going to market, are UK IPOs getting too frothy to be investable?


Gadget of the fortnight: Priority Matrix

3 April 2014

For the first of a new column on apps and gadgets that make working life easier, Ian McKenna looks at an organisational app he uses every day


In the pipeline

3 April 2014 | By Devraj Ray

Brokers want the Council of Mortgage Lenders to name and shame inefficient lenders

The CPD Centre Quiz: 3 April

3 April 2014

To help you to keep up with the fundamentals of tax, retirement and financial planning, try answering these questions.


Asset allocation: OakTree Wealth Management

3 April 2014 | By Gary Jackson

OakTree Wealth Management has started to position its four portfolios with capital preservation firmly in mind, arguing that there is more scope for markets to be derailed in 2014


Ned Cazalet: ‘We are on the threshold of a torrent of product development’

27 March 2014

Cazalet Consulting chief executive Ned Cazalet examines how the financial services landscape has been changed in the wake of the Budget.

Comments (3)


The stamp duty reform that got away

27 March 2014 | By Devraj Ray

Did Osborne miss a trick on failing to bring in a new stamp duty tax band at 2 per cent?


Protection Brief: Why are mutuals leading the way for protection innovation?

27 March 2014 | By Amanda Newman Smith

The large insurers are lagging behind mutuals when it comes to innovation in the protection market

The Technical Connection Quiz: 27 March

27 March 2014

To help you to keep up with the fundamentals of tax, retirement and financial planning, try answering these questions.


Case Study: The interaction between benefits and equity release

27 March 2014

It is essential that advisers understand how equity release fits in to the state benefits system so that clients receive everything they are entitled to and don’t lose any benefits

Financial advice-planning-advice-cashflow-analysis

One year on from the RDR, demand for investment advice is strong

27 March 2014

The RDR has had relatively little impact on the demand for advice and despite the greater regulatory burden, advisers look set to benefit from more sustainable income


How far should you go down the market cap scale?

27 March 2014 | By Pamela Morris

Amid an expensive UK equity market, fund managers say there is value to be found in micro-cap stocks

Protection Brief: CI Expert: Rebroking is not churning

27 March 2014

Although many compliance officers are reluctant to consider the rebroking of critical-illness plans, using careful analysis can show when clients would clearly benefit from a change


Ian McKenna: Zurich's app is a great leap in case tracking

26 March 2014

While the rest of the industry is stuck in the past, Zurich’s use of mobile technology makes advisers’ lives a whole lot easier by helping tackle the problem of case tracking

Comments (3)

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