The Latest
Time-weighted versus money-weighted returns
Stephen Kelly, investment analyst, Maitland looks at time-weighted versus money-weighted returns and the impact of behavioural finance on portfolios
-
Value or growth and the 3 ‘ds’ of investing
Rising inflation and interest rates typically bode well for value strategies? So is there no room for growth stocks? Old Mutual’s Dan Nickols and Richard Watts outline their current preferences
-
Achieving a more coherent pension/retirement framework
AKG’s Matt Ward draws from the group’s recent paper to look at trends, opportunities and challenges post April 2015 and key recommendations for the industry to benefit from the pension freedoms
-
How the FCA’s pension freedoms review could reshape retirement
Tom Selby, senior analyst, AJ Bell warns the industry must use the consultation period to flag both the practicalities and any potential unintended consequences of the FCA’s proposals in its Retirement Outcomes Review
-
FCA Retirement Outcomes Review – our view
Jessica List, pension technical manager, Curtis Banks Group, looks at key points in the Retirement Outcomes Review and the potential impact on savers and investors
Featured
-
Do you want a 2-Star or a 5-star business?
To move a business from good to great and to unleash the full skillset of the owner and his/her team, requires one thing, says Brett Davidson, MD of FPAdvance
-
There’s a better way of doing compliance
Cathi Harrison, managing director of Para-Sols set up her new company Apricity to change the way compliance support is delivered for adviser firms, she tells Rob Kingsbury
-
Back-office insight: XPLAN, aligning your service and standards
Sara Row, senior solutions consultant, IRESS, explores how the company’s XPLAN back-office and CRM system can help adviser firms with full client servicing cycle which is aligned with their service standards
-
Warning for firms on security and procedures when taking data out of office
Financial technology business IRESS is highlighting the need for adviser firms to check their information security procedures to avoid risks to their business and potential fines.
-
How to double your business revenue every 5 years
Want to double your business revenue every 5 years? It’s not as difficult as it might sound, says business coach Brett Davidson
