00:01 | 03 Jul 2009
| By
Darren Watson
Fibromyalgia sufferers can expect standard rates of life cover in most cases but there is greater caution over disability benefits, writes Darren Watson at Friends Provident
00:01 | 03 Jul 2009
| By
Robert Graves
How do you get the best deal for a 50-year-old, newly divorced woman with a pension credit transfer from her ex-husband in her Sipp, who is seeking to supplement her income before retirement? Tips from Robert Graves of Rowanmoor Pensions
00:01 | 03 Jul 2009
| By
Jeremy Pearson
There are a number of ways to reduce inheritance tax bills. Jeremy Pearson of Canada Life recommends a structured approach to ensure all reliefs and exemptions are included
00:01 | 03 Jul 2009
What happened to being able to express dissatisfaction and receive a helpful response? Regulation is spawning a culture that turns every concern into a formal complaint, says our anonymous adviser
00:01 | 03 Jul 2009
| By
Richard Harris
Peter Hargreaves, chief executive of Hargreaves Lansdown, talks about the phenomenal growth of his company while pointing out the limitations that hold back many other businesses in the IFA sector
11:54 | 02 Jul 2009
| By
Edward Lander
CBK principal Peter Chadborn believes that advisers can use key man insurance to boost client numbers once they get over their concerns around the product.
00:01 | 02 Jul 2009
| By
Michael Atta-Mensah
A new contender has stepped up to the bar in the Technology & Telecoms sector: Lincoln’s Scott Kolar earns his first Citywire rating this month
00:01 | 02 Jul 2009
| By
Iain Martin
Richard Gough at Castle Court Consulting recommends communication and education to help keep clients calm when investments are shaky. Two other advisers add their tips
00:01 | 02 Jul 2009
| By
Rob Stevenson
The deal diary provides insight into the sale and purchase of a financial advisory business. In part three, Rob Stevenson of Argentis Financial Management imagines the vendor getting a rough deal on terms
00:01 | 01 Jul 2009
| By
Mark Battersby
Lee Barnard’s specialism in financial planning for vets has helped his company grow to the point where it has recently been sold to Lighthouse Group, a move he is confident will help both companies grow further
00:01 | 01 Jul 2009
Asset markets are putting the spark back into diversification strategies, says Johanna Kyrklund of Schroders
00:01 | 01 Jul 2009
| By
Peter Waterfield
If you don’t want your clients to have unrealistic expectations of pensions from wound up schemes, make sure you understand the Financial Assistance Scheme’s 90% top-up rules
00:01 | 30 Jun 2009
| By
Alister Hibbert
Opportunities in the banking sector are encouraging, says Alister Hibbert of BlackRock
00:01 | 30 Jun 2009
| By
James Foster
Gilts and corporates are on the rise, says James Foster of Artemis
00:01 | 30 Jun 2009
| By
Lorna Bourke
Lawyers and estate agents have been exploiting legal schemes, including Islamic finance mortgages, to save wealthy home buyers huge amounts of stamp duty
00:01 | 29 Jun 2009
| By
Deborah Hyde
The World Bank downgraded its growth forecasts last week, giving the bears every reason to give global markets a thorough mauling
09:00 | 26 Jun 2009
| By
Daniel Grote
A recent spell of relatively poor performance has divided our advisers this week. One believes the managers deserve more time, the other is turning elsewhere.
00:01 | 26 Jun 2009
| By
Roger Edwards
The recession is giving advisers a good opportunity to offer their clients a financial spring clean to ensure they receive strong advice and practical solutions to their protection needs, writes Roger Edwards of Bright Grey
00:01 | 26 Jun 2009
| By
Mike Morrison
Clients need to know what the post-Budget implications are for their pensions so they can decide what the best vehicle is for their retirement savings, says Mike Morrison of AXA Winterthur Wealth Management
00:01 | 26 Jun 2009
| By
Danby Bloch
The change in tax treatment of income from some offshore investment funds mean it is a good idea for advisers to review the location of their clients’ money, writes Danby Bloch of Taxbriefs Financial Publishing and Helm Godfrey
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