An in-depth look at the financial planning opportunities as we approach the end of the tax year…
Business owners must accept that they cannot be everywhere all the time.
Mortgage trade bodies have shed doubt on fears that the Bank of England is about to cut interest rates.
With the pension reforms expected to increase demand for advice, how can young hopefuls enter the industry?
Can tax relief or auto-enrolment boost income protection?
Does your vision of your company match with that of your staff and clients?
The Certificate in Pension Scheme Member Guidance was designed for administrators but could also be useful for paraplanners and advisers.
The countdown is on to the implementation of the new pension freedoms.
How should firms deal with a request and the potential consequences?
At first glance, enterprise investment schemes seem a nightmare for the small IFA.
The introduction of adviser charging has changed the way important data should be collected.
Losing trail commission could have far-reaching consequences for small advice firms and their clients.
Insurance companies, Sipp providers and investment managers will be chasing the same money from April. But what’s in it for the consumer?
You have to look sufficiently long term to be able to see your strategies come to fruition
Support services firm Aim Two Three is helping advisers drill down into the discretionary fund management market
A ‘new way’ for advisers to receive payments from life companies without triggering a surrender is not all it seems
Certain aspects need serious consideration as we look to 2015 and beyond
Tax on charges for initial advice when setting up a trust can be a complicated business
With UK equities currently making up 38 per cent of the portfolio, Charles Stanley says its high-conviction approach of 15 UK stocks puts importance on each stock’s performance
Is self-employment the way to bring more women into financial services?
Clients will need help weighing up the pros and cons of their retirement options in the world of pension freedom
Last week Oriel Securities published its list of the top 20 investment trusts with a dividend yield in excess of 4 per cent – but how important is yield to advisers?
Donor-advised funds are big in the US but relatively new to the UK
Is the AF2 business financial planning exam more relevant to advisers than they think?
Makeover consultancy Jigsaw Tree aims to get jaded advice firms running at optimum performance
FSCS levy payers have an interest in ensuring new products come under scrutiny.
A survey from reinsurer RGA has found the protection industry is predicting automated advice within five years.
Has the RDR broken the ice between investment trusts and advisers?
In the coming years, we are likely to see the debate about the UK’s place in the European Union intensify.
The Japanese Nikkei 400 index launched in the summer of 2013 as an index showcasing the country’s most shareholder-friendly and best-run companies, but how much of a guide is this for fund managers?
The majority of the surplus has been allocated to US equities which are increasingly attractive against the current political unrest in Europe
The asset-gathering business model is a potential cause for concern, particularly when it comes to product suitability
Facilitating advice charges through pensions can have tax advantages but make sure you comply with the rules.
Financial planner sheds light on latest technological wizardry in financial services.
Is there really any difference between unitised discretionary fund management and multi-manager funds?
Every business should have a risk register setting out the main risks the organisation faces and how it is dealing with them.
Is technology a business opportunity or a threat for advisers?
A huge amount of time and money is about to be spent because the Chancellor did not fully think through the implication of the guidance guarantee.
A further look at how new planned IHT rules would apply to relevant property trusts.
There is further work to be done in understanding the regulatory high-level standards in developing a bona fide business plan.