Sue Whitbread
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Weekend press review: Football fever
The Financial Times kicks off a difficult weekend – for Theresa May, anyway – with an examination of the issues facing any…
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Intergenerational Planning – all together now: Sean Taylor of Canaccord Genuity Wealth Management
IFA Magazine talks to Sean Taylor, of Canaccord Genuity Wealth Management, about the business and how its collaborative approach to working with…
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Talking Tech – New cashflow modelling tool i4C is already making its mark with financial planning profession
Mark Harman (pictured above) is CEO of i4C, the new kids on the block when it comes to cashflow modelling tools.…
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Better Business: Brett Davidson with practical tips on how you can become more effective as an adviser and live a happier life too.
Better Business – The three-legged business stool Why do some financial planners enjoy greater success than others? Brett Davidson, Founder, FP Advance…
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Should we be worried about bonds? Brian Tora analyses some of the issues involved
As monetary tightening beckons, what might this mean for investment in bonds and bond funds? Brian Tora considers some of the…
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Dollar Wars. Michael Wilson examines the impact of the strong dollar on world markets
This spring’s sharp rise in the mighty dollar has caused major trouble for the world’s markets, says Michael Wilson. But has…
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Weekend press review: Money, money, money.
It looks like we’re all hoping to live forever. Well, that at least is one of the inferences that we might draw…
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Weekend press review: how safe is client money?
The Financial Times has news for grumpy baby boomers who think that the Resolution Foundation’s recent call for a universal £25,000 handout…
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Attitude to risk questionnaires – smart use of technology or baffling science?
With a number of risk profiling solutions on the market, compliance consultant Tony Catt warns of the limitations for those who rely…
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Weekend Press Review: DB transfers in the spotlight again
The Financial Times leads on the story that the scale of pension cash transfers out of defined benefit schemes and into defined…
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