Regulation

Scottish Widows - Productive marketing pays dividends
September 1 2010
There are two main challenges for marketing: how to find the time to organise it and how to maximise its productivity. The case study summarises how to invest a day to overcome these challenges and achieve commitment to the plan.
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Prevention is better than cure
September 1 2010
Prevention is better than cure... We're an irrational bunch - investors that is. We always will be; we can’t be cured. We seem to go out of our way to destroy our long term wealth prospects. We bottle it when markets fall, sell and then miss the recovery. A passive or active strategy - it doesn't matter, our irrational more...
CGT dilemma for those not keen on multi-manager funds
September 1 2010
CGT dilemma for those not keen on multi-manager funds - By Jeremy Askew, Conduit Financial Solutions. Investment and financial planners often ignore multi-manager funds because they do not believe they offer value for money. Where the manager is providing real value it's hard to argue against them. more...
Ethical Investment: A Wolf In Sheeps Clothing?
September 1 2010
Ethical Investment: A Wolf In Sheeps Clothing? It seems there are a lot of cynical people out there who are not convinced that ethical investments are the real deal. Not surprising really because the mistake often made is that ethical investment must be perfect - which of course it isn't!
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The Ethical Partnership - my next blog....
September 1 2010
IFA LETTER OF THE WEEK.
Apathy, as quoted by Wikipedia, is a state of indifference, or the suppression of emotions such as concern, excitement, motivation and passion. An apathetic individual has an absence of interest or concern to emotional, social, or physical life. They may also exhibit an insensibility or sluggishness. more...
Time for Life Settlement Funds to grow up?
July 28 2010
High, smooth, uncorrelated, and risk free returns. Sound familiar? Sounds like a life settlements promotion to us. Only a handful of years ago few IFAs were even familiar with longevity as an asset class, now retail money is pouring in like there's no tomorrow.
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