Sue Whitbread
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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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Adviser Spotlight -Newell Palmer
As progressive financial planning firm Newell Palmer celebrates its 25th Anniversary, Sue Whitbread talks to Kevin Homfray, Finance Director at the group,…
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Weekend press review: Positive thinking
Express Money finds positive sentiment on bitcoin from strategist Robert Sluymer of Fundstrat Global Advisors who it reports as saying that bitcoin…
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Better together
Marcus Brookes, Head of Multi-Manager at Schroders, talks to Sue Whitbread about how the combination of Schroders fund management expertise and Dynamic…
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IFA 68 | May 2018 Issue is Here
Stay in May And watch the play, say some observers. Have they got a point? We’re delighted to announce this issue is…
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Financial Planner case study – Magenta Financial Planning
Which aspects of technology are particularly helpful to a financial planning business? Gretchen Betts, Managing Director at Magenta Financial Planning, tells us…
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