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Book review: The Intelligent Investor, by Benjamin Graham

00:01 | 21 Nov 2008

You should not, ‘know the price of everything and the value of nothing’. In stock investing, consider yourself part owner of a company, not a trader.

Q and A tax: Don't count on the death of IHT

00:01 | 21 Nov 2008 | By Jeremy Pearson

Conservative Party proposals to effectively do away with IHT should be treated as a ‘tenuous election promise’ and financial planning should be conducted using known facts.

With-profits X-Ray: Friends Provident Life and Pensions – With-Profits fund

00:01 | 20 Nov 2008 | By Guy Vanner, AKG

This week’s fund has reinstated that gremlin of with-profits, MVRs – a sign of the tough economic times but a controversial issue nonetheless, says AKG’s Guy Vanner.

Consultant view: Raise your game with ISO bars

00:01 | 20 Nov 2008 | By Michelle Hoskin

Michelle Hoskin of Standards International continues her series of articles on BS ISO 22222:2005

Technology bytes: Collaboration in 'at retirement' space

00:01 | 20 Nov 2008 | By Paul Pettitt

The financial services industry has to continually adjust to the economic environment but one area that is ready for future growth is the ‘at retirement’ market, says Paul Pettitt of Origo.

Qualifications ladder: Jeremy Davies

00:01 | 20 Nov 2008

When it comes to exams Jeremy Davies of Investment Quorum gives a perennial tip: always read the question thoroughly.

Hold or Fold?: Newton American vs S&W North American Trust

00:01 | 19 Nov 2008 | By Tim Cooper

The tough US investment market is quick to highlight struggling funds and this is reflected in our panellists’ clear preference for one of this week’s contenders over the other.

Property with Lorna Bourke: Two sides to every coin - testing times and buying times

00:01 | 19 Nov 2008 | By Lorna Bourke

For those already invested in property most of the news is bad but the downturn is also a buying opportunity as prices fall and victims of the recession offload their assets.

Gadget of the Week: Home-tek Light 'N' Easy steam mop

00:01 | 19 Nov 2008 | By David Sitton

Sometimes hoovering up the dust is not enough and getting out the bucket and mop is a real chore. Now there is something new: a steam mop. (£59.99)

New Model Blog with Jeremy Robinson: 3-7 November 2008

00:01 | 19 Nov 2008 | By Jeremy Robinson

This week Jeremy Robinson is in congratulatory mood. He gives a big well-done to Barack Obama and Lewis Hamilton and still finds room to raise a glass to the Citywire team.

Green Business with Julian Knight: Roadster hits wall

00:01 | 18 Nov 2008 | By Julian Knight

Makers of an electric-powered sports-car have been badly hit by the economic downturn.

Are you being served?: Annuity quote...or blood out of a stone?

00:01 | 18 Nov 2008 | By Anonymous

Our anonymous adviser deals with some spectacular inefficiency from a life company... sounds familiar?

Adviser profile: Advance to Mayfair

00:01 | 18 Nov 2008 | By Mark Battersby

Relocating to one of London’s most prestigious districts proved a shrewd move for Asquith & Partners. Managing partner Richard Bertin and partner Dominika Sieradzka explain why in the featured video clip.

Market tactics: UK Gilts

00:01 | 18 Nov 2008 | By Tim Cooper

A massive cut in the base rate and reducing inflation has to be great news for gilt investors does it not? Well, no, according to two of this week’s advisers, who say investors need to be very selective to benefit.

Adviser Insight with Informed Choice's Martin Bamford: C’mon field the noise

00:01 | 17 Nov 2008 | By Martin Bamford

I have yet to meet a successful financial planner who is not a very busy individual. Time management is an essential skill we must all master, yet demands are constantly made on our time from a variety of sources.

Q&A Pensions: Get on the right road to recovery

00:01 | 17 Nov 2008 | By Ben Shaw

Ben Shaw, the development director of Occupational Pensions Trust says that recovery plans for DB pension schemes may sound scary to clients but do not necessarily entail a huge cash injection. The key is to agree a decent recovery period with the regulator and realistic contributions with trustees.

Protection: Out of work – but not out of pocket

00:01 | 17 Nov 2008 | By Linton Penman

Linton Penman, head of retail marketing at UNUM writes that economic pressures mean clients are spending more money on mortgage repayments and less on savings. If illness or injury strikes, they could face real financial difficulties. The time is right to revisit income protection.

Downturn takes its toll on local industries

00:01 | 14 Nov 2008 | By Michelle McGagh

As the downturn causes unique regional problems – from agriculture in Cornwall to the oil industry in Aberdeen – advisers discuss the fallout in their areas.

Book Review: How to Get Rich by Felix Dennis

00:01 | 14 Nov 2008 | By Tom Butler-Bowdon

Be willing to fail in public, and you have jumped the hurdle holding most people back from getting rich.

Q and A Tax: Where there's a will, there's a way...

00:01 | 14 Nov 2008 | By Colin Jelley

... if, however, your clients rely on UK intestacy laws to divide up their estate after death, advisers should make it clear they run the risk of any intended beneficiaries losing out according to Colin Jelley, head of tax and financial planning at Skandia.

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