12/04/2012

Ethical investment takes root

New research shows that awareness of ethical investments is growing, and almost half of us are likely to opt for them in the future

12/03/2012

Advisers look to platforms for support in post-rdr world - Aviva

According to the latest Adviser Barometer research from Aviva, in the final quarter before the Retail Distribution Review is implemented in January 2013, over a third of advisers (34%) say they are contemplating changing their main platform in the next 1

12/02/2012

Global trends in financial advice

The Retail Distribution Review (RDR) in the UK and the Future of Financial Advice (FoFA) Act in Australia are examples of a new regulatory regime that embraces the fee-for-service business model in wealth management.

11/29/2012

What Millionaire Women Want - RESEARCH

What millionaires are thinking and doing can be a strong indicator of certain financial trends. Fidelity's fifth Millionaire Outlook reveals how millionaires' background, financial outlook and goals have greatly impacted their investment behavio

11/27/2012

Buffett renewing call for millionaire’s tax

As the country approaches the fiscal cliff, Obama has insisted that Bush-era tax cuts — set to expire at the beginning of 2013 — expire for families making $250,000 and above.