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Paraplanner Profile: The Paraplanners

by William Robins on Jul 22, 2014 at 15:08

We take a look at The Paraplanners.

Adviser Workshop: How to implement a fixed-fee model

by Jun Merrett on Jul 22, 2014 at 14:38

Jason Butler, Dennis Hall and James Relph explain their processes.

Just Retirement: FCA must have Plan B for guidance guarantee

by Rosie Sells on Jul 22, 2014 at 10:14

Just Retirement has called on the FCA to have a Plan B for guidance

Adviser Profile: Alastair Whitehead of Ergowealth

by Tim Cooper on Jul 18, 2014 at 13:59

Alastair Whitehead has made an impressive return to the UK scene with the launch of Ergowealth.

Mark Mobius backs emerging market bounty for bravehearts

by Jennifer Hill on Jul 18, 2014 at 13:58

The performance of Templeton Emerging Markets has faltered but manager Mark Mobius insists sticking with unloved stocks, particularly in frontier markets, will win the day.

Cofunds in talks over technology revamp

by Jun Merrett on Jul 18, 2014 at 12:27

Fund supermarket Cofunds is in talks with platform technology providers as it looks to revamp its back office functions.

Outsourcing Investment: Why The Fry Group uses Investec

by Tim Cooper on Jul 18, 2014 at 12:15

Stephen Tucker, chairman and managing director of The Fry Group, has used Investec Wealth & Investment for many years for solid performance and the value it adds.

Smart Beta: Chris Wicks of Bridgewater Financial Services

by Jennifer Hill on Jul 18, 2014 at 12:15

Bridgewater’s Chris Wicks avoids active management as far as is possible and favours Fidelity’s low-cost trackers to add core strength in UK equities within his portfolios.

Adviser Workshop: How to structure your management team

by Rosie Sells on Jul 18, 2014 at 12:04

Neil Bailey, Neil Shillito and Nick Platt outline how the management of their firms is structured, with clear divisions between roles such as operations, client support, administration and compliance.

Aegon backtracks on trail cutting strategy

by Rosie Sells on Jul 18, 2014 at 10:46

Aegon has backtracked on its trail cutting strategy.

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