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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

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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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FCA: What we are doing to prevent future fund collapses

16 October 2014

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

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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.

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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.

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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?

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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.

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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?

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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.

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'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.

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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.

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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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