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Ian McKenna: US advice firm helps investments Blooom

25 October 2014

Blooom is another example of a bricks-and-mortar US adviser recognising the opportunity offered by digital advice

Hugh Young

Hugh Young: Home truths on Chinese property market

25 October 2014

The property market in China is more nuanced than people think


Billy Burrows: Politicians risk peddling toxic annuity myths

24 October 2014

There are some serious issues involving annuities at the moment and they deserve serious discussion.

Comments (3)


Will advice firms rush to sell as 'sunset clause' approaches?

24 October 2014

The impending sunset clause is set to fundamentally change the way advisers do business.

Comments (1)


Tom Baigrie: Where have all the good men gone?

24 October 2014

When three business leaders of competing businesses all step down within a few weeks of each other, one starts to wonder what is going on.

Comments (1)


Nic Cicutti: Time for new adviser tactics after Treasury MAS snub

23 October 2014

Osborne has made things worse with his vague promises of guidance to support the pension reforms next year

Comments (6)


Tony Wickenden: Is US tax victory all it seems?

22 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


Harry Katz: Pension freedoms aren't all they're cracked up to be

21 October 2014

I am increasingly feeling like the boy in Hans Christian Andersen’s Emperor’s New Clothes.

Comments (26)


Brian Tora: France and Germany need to lead revival

21 October 2014

Some investors are turning to discount retailers as the UK’s major supermarket players face up to a tougher environment on the high street


John Chatfeild-Roberts: UK is dancing to a global tune

21 October 2014

Autumn is often a time for stockmarkets to exhibit seasonal weakness


Chris Hannant: Pension reforms bring major opportunities for advisers

20 October 2014

Next April will bring significant change to the whole of retirement planning.

Comments (1)


Mark Dampier: Asia's dividend culture is growing

17 October 2014

Investors no longer have to choose between dividends from Western companies or exciting growth potential from emerging markets.


Neil Liversidge: Apfa attacks are straight from Life of Brian

17 October 2014

Discussions about Apfa have reached boiling point.

Comments (20)


Why Osborne's Taxation of Pensions Bill is unworkable

16 October 2014 | By Tom Selby

Regulation 14ZB of the Taxation of Pensions Bill could unhinge Chancellor George Osborne’s Budget retirement revolution.


Richard Verdin: Insurers in the direct and digital age

16 October 2014

Direct, digital and data are the three words at the forefront of chief executives’ minds.

Comments (2)


Nic Cicutti: Shocking guidance stats show how toxic advice has become

16 October 2014

Advisers need to rebuild trust to counter the “car crash” of low guidance take-up.

Comments (26)

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MM Leader

Money Advice Service

MM leader: The MAS and its catalogue of failings

23 October 2014

The Treasury is full of praise for the organisations it has chosen to deliver the guidance guarantee - with one notable omission.

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Nic Cicutti


Nic Cicutti: Advisers need to do their homework on dodgy investments

18 September 2014

Many years ago, so many years that I am embarrassed to say, I rang a Scottish Amicable marketing director for my weekly chat.

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Chris Gilchrist


Chris Gilchrist: Wholesale outsourcing is fundamental mistake

24 October 2014

Those who promote outsourcing lock, stock and barrel simply do not understand the role of investment in financial planning.

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Alan Lakey


Alan Lakey: Rate increase bombshell is looming

5 September 2014

As advisers we are often expected to be adviser, marriage guidance counsellor and often clairvoyant.

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Ian Mckenna


Ian McKenna in the US (Pt. 2): What we can learn from the States

26 September 2014

Location features for loyalty plans and personal financial management services point to the next generation of tech development.

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Rob Reid


Robert Reid: MAS guidance needs the voice of experience

17 October 2014

Soft skills and scrutiny are key to the delivery of guidance.

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Brian Tora


Brian Tora: Geo-political issues risk upsetting the apple cart

17 September 2014

Geopolitical risks may upset the applecart but the focus in the short term is on interest rates.

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Tony Wickenden


Tony Wickenden: Hard times mean making tough choices

25 October 2014

Life is hard but for those looking to make a living out of difficulty, opportunities abound

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