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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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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

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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)

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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)

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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.

Comments (6)

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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)

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.

Comments (9)

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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)

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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

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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)

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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

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

21 October 2014

Autumn is often a time for stockmarkets to exhibit seasonal weakness

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Carl Lamb: The cost of regulation is getting out of hand

21 October 2014

Higher costs for advice firms could mean many people end up eschewing advice altogether

Comments (7)

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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)

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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.

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Robert Reid: MAS guidance needs the voice of experience

17 October 2014

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

Comments (9)

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Neil Liversidge: Apfa attacks are straight from Life of Brian

17 October 2014

Discussions about Apfa have reached boiling point.

Comments (20)

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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.

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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)

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MM leader: The sharp practice of 'non-advised' sales

16 October 2014

“If it looks and feels like advice, it probably is advice.” So said FCA technical specialist Rory Percival back in April 2013.

Comments (5)

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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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View from The Platforum: Alliance Trust Savings enters the unknown

15 October 2014

The Platforum runs the rule over the ATS platform.

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George Osborne is losing the plot on pension freedoms

15 October 2014 | By Samuel Dale

George Osborne has made errors on guidance, using pension freedoms and the abolition of the death tax.

Comments (6)

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Tony Wickenden: Objective IHT test requires clarification

14 October 2014

Many who advise on, design or promote schemes aimed at reducing IHT will understandably be concerned about the potential breadth of new Dotas rules.

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Mark Dampier: An alternative to infrastructure investment trusts

14 October 2014

The First State Global Listed Infrastructure Fund can provide insight into what is going on in the world of infrastructure.

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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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Dennis Hall: An alternative take on the MAS adviser 'ethics' fiasco

13 October 2014

Recently I might have said that I thought all financial journalists were unethical charlatans whose opinion could be bought by advertisers.

Comments (15)

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Chris Gilchrist: How pension freedoms hit investment advice

10 October 2014

The 2015 changes in UK pension rules will transform retirement planning.

Comments (3)

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Kim North: Resurrecting the Isa vs pensions debate

10 October 2014

The “last piece of the pension jigsaw” means consumers’ pension choices are more complex than ever.

Comments (1)

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Robert Sinclair: Buy-to-let traps

10 October 2014

The decision by the Treasury to regulate buy-to-let loans where there is an accidental landlord is a clever sleight of hand to capture the smallest niche possible.

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MM leader: Advisers are caught in the political crossfire

9 October 2014

It is tough being an adviser in the current political climate.

Comments (7)

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Nic Cicutti: Anger at Caroline Rookes is misdirected

9 October 2014

If it were not for the Top Gear team’s recent trip to Tierra del Fuego, I might not be writing about the Money Advice Service and adviser “ethics” this week.

Comments (80)

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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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'Death tax’ shambles exposes Osborne’s rank hypocrisy

8 October 2014

I see no reason why the Treasury’s botched briefing should not be subject to the same scrutiny as the FCA exit fees debacle.

Comments (19)

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Chris Davies: The sun is setting on trail commission

8 October 2014

Preparing businesses for the inevitable eradication of trail commission is one of the recurring issues that is a cause for concern in our market research.

Comments (4)

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Alistair Cunningham: Working up to a managed exit

7 October 2014

Does the retirement of baby boomers also present a threat as many financial practices risk wind-down rather than a managed exit and succession plan?

Steve Tolley

The risks of David Cameron's tax cuts pledge

6 October 2014

Liberal Democrat leader Nick Clegg has told his troops to “brutalise” the Conservatives for cutting tax for the rich while reducing tax credits for the working poor.

Comments (2)

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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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The truth about MAS, adviser ethics and its non-apology

3 October 2014 | By Samuel Dale

The Money Advice Service is wrong to suggest its comments on adviser ethics were “misrepresented”.

Comments (14)

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