Ensuring employees are clear where and when intellectual property rights apply can help prevent costly litigation when advisers leave a firm
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.
Platform technology provider SEI has appointed former Cofunds chief executive Brett Williams as UK managing director.
City Financial investment director talks about the stresses of builing a new product from scratch and the perils of hubris in financial services.
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.
Building a business may be your client’s dream, but the self-employed face specific financial planning problems.
Statistics from the Wealth Management Association show major moves to international shares over recent years.
One year on from the RDR, successful adviser firms can be seen to share many characteristics, says Heartwood Investment Management’s Mark Rockliffe.
Advisers reveal what’s on their wish lists for financial services for the new year.
State pension reform and proposals to cap charges dominated the 2013 news agenda
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.
Advisers may be basing recommendations on their perception of provider service rather than the reality.
Advisers are basing charges on market trends rather than client research and cost of delivery
Prices may be peaking for advisers who are selling up.
Nucleus advisers can get help with their recruitment needs for £99 a month.
APFA’s senior technical adviser looks at when it is appropriate for independent firms to refer clients to external firms for advice.
Good things don’t come to those who wait.
“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 RDR has been blamed for the demise of bancassurance but are the banks out of the mass market for good?
The CII’s AF3 pension paper is key for many advisers. Here are some top tips for getting through the exam successfully.
Many advisers make the same mistakes when trying to grow their professional connections. Here are the 7 most common mistakes.
In the first of a new series of articles, Danby Bloch, editorial director of Taxbriefs, uses statistics from the publisher’s Professional Adviser’s Factfile to examine the planning processes around advising on school fees.
Clients and potential clients are increasingly taking to the internet and social media to research potential transactions. Are you doing all you can to promote your business?
With more and more advisers looking to increase their level of qualifications, the CII offers tips on how to prepare for exams properly.
Dealing with bad news can be made easier by forward planning and an active approach to communications.
Ahead of a next month’s The Future of Financial Services Conference, Cherry Reynard talks to Tony Langham and Mick McAteer about what needs to be done to restore consumer trust in the industry.
Success under the RDR will depend on clearly explaining the value of your proposition and then delivering what you have promised, says Elevate MD David Thompson.