BONDS
Financial planning
Financial planners should be wary of shortsighted SRI vehicles....
Financial planning
According to Pia Cooke, now is the ideal time for investors to turn to structured products for capital protection. Here she explains how they work in volatile markets....
Financial planning
Many investors are re-examining their asset allocations and revisiting traditional fixed interest investments, writes Roger McIntosh. Here he explains why....
Financial planning
Expensive legacy issues continue to dog Octaviar....
People & Products
Benefits to fund competitiveness extend beyond LPTs....
Financial planning
Paul Resnik believes the world of financial planning has changed forever. In his words, the tide of optimism that covered investment mistakes and flawed client value prop...
Financial planning
The last half-decade has seen the use and complexity of financially engineered products reach unprecedented levels. Robert Keavney argues that such products ought to be r...
Life/Risk
Insurance bonds have been enjoying a huge resurgence in the past couple of years. The tax benefits for high income earners and for non-dependent beneficiaries, coupled wi...
Funds management
Free service up and running for funeral directors....
Financial planning
Campaign to drive retail sales....
Funds management
Diversified funds to have greater exposure to alpha strategies....
Financial planning
Many clients’ portfolios have been heavily hit by recent market declines. Robert Keavney considers what lessons planners can learn for future cycles....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...