The Latest
Neil Woodford, investment success and regression to the mean
To what extent is investment manager success a factor of randomness and investors’ susceptibility to being fooled by it?
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Pension offsetting on divorce – where and when not to use it
Martin Jones, technical team leader at AJ Bell, looks at when offsetting might be a useful solution and when it’s best avoided
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Inter-generational wealth management requires digital connectivity
Niral Parekh, managing principal at Capco, says digital connectivity is what’s needed for intergenerational wealth management as envisaged by the FCA
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Post Brexit healthcare issues for expats
EU healthcare and what clients need to bear in mind post Brexit.
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Do your ongoing reviews deliver value for money?
With value for money a key focus of the FCA’s yet to be completed reviews of RDR and FAMR, Steve Bailey, director of compliance firm ATEB Consulting, considers best practice for advice firms
Featured
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Advisers increase use of social media for marketing
Social media has become an increasingly popular marketing tool for advisers
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Preparing an adviser business for sale
Stuart Dyer, chairman, Soprano, outlines a sensible approach for business owners looking to exit their business smoothly
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Breaching the LTA – the need for good advice
Danielle Byrne, technical consultant at AJ Bell, addresses the risk of breaching the LTA because of a death in service policy
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Apricity Compliance launches SM&CR support
Apricity Compliance has launched a dedicated Senior Management & Certification Regime resources area to help firms prepare ahead of the FCA’s December deadline.
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Liquidity and the law of unintended consequences
Liquidity as a risk can be underrated but is important for number of reasons, observes David Jane, manager of Miton’s multi asset fund range
