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Peter Hamilton: Avoid 'open-ended advice' with your terms of business

14 April 2014

Take care when drafting terms of business agreements to clearly define the scope of advice and service provided by a firm.

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Paul Bayliss: Better technology is the key to attracting younger clients

24 April 2014

Advisers need to invest in mobile technology to properly meet the expectation of the next generation of clients.


Better Business: Benchmarking your business

17 April 2014

Benchmarking compares your business to the rest of the market and provides context for competitive analysis. There are two main stages – gathering external data and assessing your position.


Careers Brief: Stand by your brand

17 April 2014 | By Amanda Newman Smith

The importance of building and communicating your brand should not be underestimated


People on the move

17 April 2014

Skandia Life founder and chairman of Nucleus Financial Group Paul Bradshaw has become chairman of River & Mercantile Group. The group was formed by the recent merger of P-Solve with River & Mercantile Asset Management. Bradshaw will oversee the firm’s growth strategy and work closely with its executive team, led by chief executive Mike Faulkner.


Development focus: Telling your story to get hired

17 April 2014

In a competitive job market it is essential to present yourself in the best light to ensure you get hired

Financial advice-planning-advice-cashflow-analysis

Better Business: The importance of business planning

10 April 2014

In times of regulatory or investment uncertainty it remains important for businesses to have a long-term business plan in place.


Compliance tip of the week: Needs and wishes are not the same

3 April 2014

Advisers have to be prepared to advise clients to follow a course of action they do not want to


Better business: When you should consider using direct marketing

3 April 2014

Direct marketing is not a catch-all marketing solution but can be very effective when targeted properly.


Ned Cazalet: ‘We are on the threshold of a torrent of product development’

27 March 2014

Cazalet Consulting chief executive Ned Cazalet examines how the financial services landscape has been changed in the wake of the Budget.

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You're hired - why advice firms should employ an apprentice

20 March 2014 | By Amanda Newman Smith

National Apprenticeship Week shone the spotlight on apprenticeships but some advice firms are already making the most of their young employees.


People on the move

20 March 2014

Julia Hoggett


Danby Bloch: Squaring client expectations and risk

20 March 2014

Establishing a client’s level of investment risk is more than just gauging attitude to risk or capacity for risk. Investment goals and the investment performance needed to achieve them also play a part


Development focus: The post-RDR drive to increase professionalism

20 March 2014 | By Gregor Watt

More and more advisers are seeing that increasing their level of qualifications can help demonstrate their value to clients


My Beautiful Career: Lawrence Cook

20 March 2014

On his early days running the stationery room at Standard Life and the evolution of financial services distribution


Protecting a business's intellectual property

6 March 2014

Ensuring employees are clear where and when intellectual property rights apply can help prevent costly litigation when advisers leave a firm

Comments (1)


Top tips to improve your CV

20 February 2014 | By Amanda Newman Smith

It is important to stand out from the crowd when looking for a new job. Employers and recruitment experts share their top tips for improving your CV.


People on the move

20 February 2014

Platform technology provider SEI has appointed former Cofunds chief executive Brett Williams as UK managing director.


My Beautiful Career: Peter Toogood

20 February 2014

City Financial investment director talks about the stresses of builing a new product from scratch and the perils of hubris in financial services.


Development focus: Preparing for the future

20 February 2014 | By Gregor Watt

The financial services industry will continue to evolve in response to market and regulatory pressures and businesses need to ensure they are as prepared as they can be.


The growth in self-employment presents advice opportunities

13 February 2014 | By Amanda Newman Smith

Building a business may be your client’s dream, but the self-employed face specific financial planning problems.


Moving abroad: Why assets are migrating to global equities

6 February 2014 | By Sam Macdonald

Statistics from the Wealth Management Association show major moves to international shares over recent years.


Simplicity is the key for successful adviser businesses

23 January 2014

One year on from the RDR, successful adviser firms can be seen to share many characteristics, says Heartwood Investment Management’s Mark Rockliffe.

Comments (1)

2014 fireworks

What advisers want in 2014

31 December 2013 | By Amanda Newman Smith

Advisers reveal what’s on their wish lists for financial services for the new year.

Comments (1)


A year in pensions: Industry in the dock over charges and annuities

23 December 2013 | By Tom Selby

State pension reform and proposals to cap charges dominated the 2013 news agenda


The case for using personal balance sheets

12 December 2013

Using personal balance sheets offers a good way to illustrate the breakdown of clients’ assets and ensure any advice is concentrated on the right areas.

Comments (1)

Money Marketing Service Ratings

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21 November 2013

Advisers may be basing recommendations on their perception of provider service rather than the reality.


Adviser charging: The story so far

7 November 2013

Advisers are basing charges on market trends rather than client research and cost of delivery

Comments (2)


Cash in while you can if you're selling an IFA firm

17 October 2013

Prices may be peaking for advisers who are selling up.

Nucleus launches recruitment club

17 October 2013 | By Amanda Newman Smith

Nucleus advisers can get help with their recruitment needs for £99 a month.


Linda Smith: Making referrals and retaining independent status

5 September 2013

APFA’s senior technical adviser looks at when it is appropriate for independent firms to refer clients to external firms for advice.

No time for delay on auto-enrolment

8 August 2013

Good things don’t come to those who wait.

Out of Context

'He’s the Prime Minister for Benson and Hedge funds.'

25 July 2013 | By Tom Selby

“He’s the Prime Minister for benson and hedge funds.” Labour leader Ed Miliband attacks prime minister David Cameron over Conservative party funding and his links to adviser and tobacco lobbyist Lynton Crosby.

The death of bank advice: more than just the RDR to blame?

23 May 2013 | By Honor Whiteman

The RDR has been blamed for the demise of bancassurance but are the banks out of the mass market for good?

Comments (7)

CII exam tips: How to pass that key exam

9 May 2013

The CII’s AF3 pension paper is key for many advisers. Here are some top tips for getting through the exam successfully.

Steve Billingham: The seven most common mistakes when building professional relationships

9 May 2013

Many advisers make the same mistakes when trying to grow their professional connections. Here are the 7 most common mistakes.

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