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iPhone is a benchmark for systems excellence, by Adam Byford at Capita Financial Software

00:01 | 21 Aug 2008 | By Adam Byford

Qualifications ladder: Patrick Wilmot

00:01 | 21 Aug 2008

AXA – Sun Life Assurance Society – With Profits fund

00:01 | 21 Aug 2008 | By Guy Vanner, AKG

This week’s fund could lend itself to a growing stream of new business in the form of with-profits annuities, writes AKG’s Guy Vanner.

Business consultant view: Play in the champions league, by Lou Macari at AXA Distribution Services

00:01 | 21 Aug 2008 | By Lou Macari

As a new football season starts, find out if your business is being developed to compete for trophies or is heading for a relegation dog-fight.

Will September be the cruellest month?

00:01 | 20 Aug 2008 | By Lorna Bourke

Despite the sharp falls in house prices, first-time buyers remain reluctant to enter the fray, preferring to wait for the market to bottom out. All this means that mortgage intermediaries could be facing a fruitless autumn.

Hold or Fold? Fidelity Income Plus vs Henderson UK Equity Income

00:01 | 20 Aug 2008 | By Tim Cooper

The UK Equity Income sector has proved particularly vulnerable to the current stock market downturn but our adviser panel views this week’s funds as struggling more than most.

Gadget of the week: Apple iPhone 3G

00:01 | 20 Aug 2008 | By David Sitton

The Apple iPhone is set to revolutionise the way people use mobile phones with its latest device.

New model memoirs by Jeremy Robinson: 4-8 August 2008

00:01 | 20 Aug 2008 | By Jeremy Robinson

After the hedonistic buzz of corporate hospitality, Jeremy Robinson contemplates the life of a British summer timer.

Adviser profile: Wise move

00:01 | 19 Aug 2008 | By Daniel Grote

In the late 1990s Malcolm Coury lost out in a bid to buy a nightclub and returned to what he knew best with the launch of Money Wise in Bath. Ten years on and the company is thriving.

Green business: Cars on the grid

00:01 | 19 Aug 2008 | By Julian Knight

There is potential for a synergistic connection between electric vehicles and the electricity grid that powers our homes and offices.

Market tactics: Gilts

00:01 | 19 Aug 2008 | By Tim Cooper

The flight to quality and away from volatile equities continues to shore up the gilts market. However, the tide of rising inflation seems to be rapidly heading up the beach and taking over as the most important factor affecting this market.

Triple-gold plating is taking data protection too far

00:01 | 19 Aug 2008

Financial planners have enough duties without the extra hoops providers want them to jump through in the name of client protection. Our anonymous adviser finds some firms’ data protection procedures self-serving.

Adviser insight: Specialists worth their weight, by Heather Dunne of HDC

00:01 | 18 Aug 2008 | By Heather Dunne

Financial advisers need specialist services when dealing with technical cases like pension transfers.

Death and protection benefits for annuitants, by Kim Lerche-Thomsen at Living Time

00:01 | 18 Aug 2008 | By Kim Lerche-Thomsen

Taking out a single annuity policy for the entire period of retirement is not logical because an individual’s income needs will change over time. Fixed-term annuities offer a more flexible and modern approach.

Tax-efficient withdrawals at your part disposal

00:01 | 15 Aug 2008 | By Colin Jelley

If tax-free withdrawals for the life of an investment plus no capital gains tax on the asset at death seem too good to be true, read on for a reality check.

Book review: The One Minute Millionaire, by Mark Victor Hansen and Robert G Allen

00:01 | 15 Aug 2008

Everyone who becomes wealthy in the modern world knows the power of leverage – using other people’s resources and technology to multiply the effect of what to do.

Business class: Architects

00:01 | 15 Aug 2008 | By Sonia Speedy

One size does not fit all. When it comes to financial planning, different professions often require a range of approaches and have distinct needs. Each week Sonia Speedy illuminates how advisers can meet those demands and build further value and variety into their client book.

Solutions should fit their ECO-systems by Richard Stanton of Quay Software

00:01 | 14 Aug 2008 | By Richard Stanton

Qualifications ladder: Charles Riches

00:01 | 14 Aug 2008

Charles Riches of Capital Asset Management is planning to develop his professional connections as his next career move.

Pearl Assurance plc – With-Profits fund

00:01 | 14 Aug 2008 | By Guy Vanner, AKG

Although this fund has not performed well in the past, it is improving and the guarantees on offer should be an important consideration in reviewing any holdings, writes AKG’s Guy Vanner.

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