All of our technical planning articles from 'the knowledge' column in informer are available through KnowledgeDirect, our dedicated technical planning website.
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With the IMA splitting the Money Market sector in two, Graham Bentley looks at the implications for portfolio building.
In the first in a series of articles looking at social media opportunities within financial services, Jeremy Mugridge looks at how you could start dipping your toe in the water.
Clients have the right to expect the investments you recommend them will meet their investment goals. An essential part of the recommendation process is establishing a client’s attitude to risk before then determining a fund or portfolio to best match the
Phil Reid looks at the opportunities for future growth in emerging markets.
Rupert Watson starts our look at what maybe in store for world markets in 2012.
Stephen Kelly explains why he is optimistic for the year ahead in the American markets.
After an eventful 2011, Mark Burgess takes a look at the prospects for the various fixed income asset classes in 2012.
Stephen Jones takes a look at what negative real yields in the index-linked gilt market really mean.
Charlie Mills highlights some of the planning opportunities to utilise in the lead up to tax-year end
In January 2011 we launched the adviser confidence barometer with the aim of gauging how advisers were feeling about the economy and about certain key topics, such as the RDR, regulation and other industry developments.
Nick Clay considers the repercussions of market turmoil and the attraction
David Stevenson looks at the increase in investment opportunities as we transition to a low-carbon world.
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