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Comment & Analysis

'It was carnage': IFAs remember Black Monday

On the 30 year anniversary of the market crash, advisers recall Black Monday, and explain what they learned from that day. 

Boulding: More people are being pushed into semi-retirement

With retirement income set to fall, many baby boomers are choosing to work full or part time after retirement.

Nobel prize: nine nudges you need to know

Nine 'nudges' that follow the theory of Nobel Prize winning economist Richard Thaler.

Is a ‘tax on age’ the best way to help young voters?

Chancellor Philip Hammond is looking at Budget measures to help the young. Are cuts in stamp duty and pension tax relief the best way to do it?

Malcolm Small: Despite doomsayers the pension freedoms work

Pension freedoms are here to stay. Despite prophecies of doom, they have provided greater choice over how and when people retire, and provided greater understanding of how the system works, with most sensible savers seeking advice.

Bentley: Platform study will uncover inconvenient truths

Do customers actually know what a platform is and how much they are paying for it? The platform study is set to have a greater effect on the retail investment and distribution landscape than the asset management market study.

Why one IFA's clients are switching to ethical portfolios

By launching a more comprehensive ethical service, Thomas and Thomas has encouraged greater investment in eco-friendly funds – with even previously mainstream clients getting in on the act

Phil Young: trust me, clients love cashflow plans

Phil Young's cashflow plan allows him to set an achievable goal, and is much more interesting than a suitability report.

Pension freedoms attract surge of transfer requests

Requests for DB transfers are rising, but consumers, and their advisers, should take heed of the risks.

Comment: How taking on extra roles is helping IFAs

The role of the financial planner is evolving to aid clients with their personal lives, from motivational speaking to media training. Taking on these extra responsibilities is making the role more fulfilling for IFAs.

Video pick
Play Video: Ravenscroft's Harries homes in on themes not forecasts

Video: Ravenscroft's Harries homes in on themes not forecasts

Mark Harries, head of investment management at Ravenscroft, is overseeing the launch of onshore versions of the firm's offshore funds

7 Comments Play CIO Tapes: 'passive funds are anti-capitalist'

CIO Tapes: 'passive funds are anti-capitalist'

Citywire recently gathered three of the UK's leading fund investment heads to discuss their hopes, fears and the issues that their jobs throw at them daily.

NMA Profile
Adviser Profile: Simon Frost and Scott Atkinson of GPFM Financial Planners

Adviser Profile: Simon Frost and Scott Atkinson of GPFM Financial Planners

Best friends do not necessarily make best business partners, but Simon Frost and Scott Atkinson say they complement each other perfectly, ensuring GPFM Financial Planners is well-placed to become a ratings hit.