Analysis

Best Practice | analysis 23 Jan 17

In this first instalment of a two-part series on Qnups in wealth planning, director of Isle of Man-based pension provider Optimus, Martin Hall says the retirement solutions are great for those restricted by the dwindling lifetime allowance cap.

Equities | analysis 17 Jan 17

The so called “Trump bump“, which sent the S&P 500 index of US shares to new highs at the end of last year, has caused many in the markets to become fearful of further gains, but Raymond James chief investment strategist Jeffrey Saut believes we may only be in the early stages of a bull run.

Best Practice | analysis 9 Jan 17

Providing best advice in a transparent way, with explicit contracts so that a client expectations are met, is a good starting point for this journey, says James Pearcy-Caldwell, co-founder of Aisa International.

Best Practice | analysis 5 Jan 17

Tricky ethical scenarios faced by financial advisers around the world who take part in the Chartered Institute for Securities & Investment’s integrity-based workshops show some fascinating trends, says Rebecca Doodson, CISI’s manager of ethics and integrity.

Investment | analysis 22 Dec 16

Rather than worry at a time of political change, I recently took a few days away from the screens to visit Israel for the first time, meeting innovative companies and soaking up the atmosphere.