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30 March 2009 • By Columnist • 1 min read

Helping clients tighten their tax belts

As the mid-point of 2009 approaches, thoughts turn to tax. HLB Mann Judd tax partner Peter Bembrick shares his tax-effective strategies for small to m...

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Do you own or rent?

A growing number of institutional investors are moving from being short-term renters of shares to long-term owners of companies. President Obama's ...

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Protecting members' insured benefits

As a consequence of the global financial crisis, some group insurers are in financial difficulties. Lawyer Jenny Willcocks considers what steps trust...

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Cashed-up sovereign wealth funds wait for rock bottom

A survey has found that the cashed-up sovereign wealth funds are not looking to control their investments and are preferring to remain passive invest...

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Markets need faith

The finance industry needs to rediscover its moral foundation, writes Melda Donnelly.  Last year will prove a turning point. In the years, even de...

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Testing times for illiquid assets

For super funds with large exposures to the more illiquid markets, there are some testing times ahead. Unfortunately, the environment for illiquid ass...

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Donnelly's Way - Column

In the years, even decades to come, the events of 2008 will fascinate historians. Melda Donnelly looks at how the finance industry needs to rediscover...

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Is there money in truth, advice and transparency?

To begin with, I assume every person reading this article believes they are honest, they contribute to the wellbeing of their clients and they have tr...

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Authorised Representatives' Liability: Lessons from the Delmenico case

A recent court case involving the Westpoint collapse has left an individual adviser facing the full brunt of the client claims. Financial services law...

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Dealer Survey introduction

IFA's Dealer Group Survey reveals the top 100 dealer groups, by size, the big winners and losers, and analysis of what the figures mean. Welcome t...

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