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Does charity begin at donor-advised funds?

23 October 2014 | By Amanda Newman Smith

Donor-advised funds are big in the US but relatively new to the UK

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What's standing in the way of the business financial planning exam?

22 October 2014 | By Amanda Newman Smith

Is the AF2 business financial planning exam more relevant to advisers than they think?

Comments (8)

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Does your firm need a business makeover?

20 October 2014 | By Amanda Newman Smith

Makeover consultancy Jigsaw Tree aims to get jaded advice firms running at optimum performance

Comments (1)

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Adam Samuel: Don't fall into the products trap

14 October 2014

FSCS levy payers have an interest in ensuring new products come under scrutiny.

Comments (8)

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Machines set to 'outsell advisers within five years'

6 October 2014 | By Amanda Newman Smith

A survey from reinsurer RGA has found the protection industry is predicting automated advice within five years.

Comments (9)

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Are investment trusts coming in from the cold?

3 October 2014 | By Amanda Newman Smith

Has the RDR broken the ice between investment trusts and advisers?

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Linda Smith: Advising cross border within the EU

25 September 2014

In the coming years, we are likely to see the debate about the UK’s place in the European Union intensify.

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Is the Nikkei 400 a good stock guide for fund managers?

18 September 2014 | By Sam Macdonald

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?

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Asset allocation: 7IM swaps European equities for US exposure

16 September 2014 | By Sam Macdonald

The majority of the surplus has been allocated to US equities which are increasingly attractive against the current political unrest in Europe

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Richard Leeson: RDR poses pitfalls for asset gatherers

16 September 2014

The asset-gathering business model is a potential cause for concern, particularly when it comes to product suitability

Comments (2)

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Paul Kennedy: Beware tax penalties on pension advice charges

15 September 2014

Facilitating advice charges through pensions can have tax advantages but make sure you comply with the rules.

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How to find the adviser tech tools that really work

11 September 2014 | By Amanda Newman Smith

Financial planner sheds light on latest technological wizardry in financial services.

Comments (2)

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Do you know your DFM from your multi-manager fund?

9 September 2014 | By Amanda Newman Smith

Is there really any difference between unitised discretionary fund management and multi-manager funds?

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Danby Bloch: Fast track to a risk register

1 September 2014

Every business should have a risk register setting out the main risks the organisation faces and how it is dealing with them.

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How far can technology replicate the advice process?

29 August 2014 | By Amanda Newman Smith

Is technology a business opportunity or a threat for advisers?

Comments (2)

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Ian McKenna: Would guidance be better as a short-term fix?

26 August 2014

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. 

Comments (1)

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Tony Wickenden: A matter of relevance

24 July 2014

A further look at how new planned IHT rules would apply to relevant property trusts.

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Chris Davies: The starting point for business planning

24 July 2014

There is further work to be done in understanding the regulatory high-level standards in developing a bona fide business plan.

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Asset allocation: Brewin Dolphin looks to sell down US and UK equities

17 July 2014 | By Sam Macdonald

Brewin Dolphin head of research Guy Foster says noises coming from the respective governments of rising inflation will force a sale of holdings

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Financial planning is not just a marketing label

17 July 2014

Use the quieter summer months to determine which areas of your business might benefit from a modular charging structure

Comments (6)

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Sprint to the finish

17 July 2014 | By Amanda Newman Smith

Fastrak service gives advisers a single view of platform and back office systems.

Paul Resnick

Paul Resnik: Budget guidance puts advisers in role of question master

16 July 2014

What questions should advisers ask clients in the new world of flexible retirement?

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Phil Billingham: Making business plans in an uncertain world

15 July 2014

Business continuity plans address key risks and set out a protocol for dealing with unforeseen outcomes.

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Adam Samuel: The problem with high net worth clients

15 July 2014

Higher net worth clients may seem desirable but can pose all kinds of compliance and legal problems.

Comments (5)

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Meeting the FCA's rules on costs disclosure

6 July 2014

The FCA has indicated increasing intolerance for non-compliance, so we are likely to see regulatory action if there is no improvement.

Comments (1)

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What successful marketing looks like

6 July 2014

Many advisers get off to a great start with marketing but do not sustain the activity, either because other priorities come along or they feel their strategy is not working.

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Six steps of business innovation

3 July 2014

Ours is not to ask “Why innovate?” but rather to question what we need to change and how we do it. Or risk extinction…

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The secret to retaining low-value business

23 June 2014 | By Amanda Newman Smith

Plan Money director Peter Chadborn tells Amanda Newman Smith the rationale behind Plan Direct, his firm’s online non-advised service

Comments (1)

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Development focus: Why e-Learning is far from boring

31 October 2014

Innovative technologies mean there’s more to e-Learning than ‘tick box’ regulatory requirements

Jane Cuthbertson

Jane Cuthbertson: Great marketing needs great content

23 October 2014

You can segment until your heart’s content, but if you do not get your communications right then your marketing efforts are unlikely to pack a punch

People on the move

16 October 2014

This month’s moves include changes at the AIC, Fidelity and Intelliflo

My Beautiful Career: Richard Romer-Lee

16 October 2014

Richard Romer-Lee started his career as an office junior, a role that involved buying cigars for the MD

Phil Young

Compliance tip of the week: IT shouldn't direct investment

9 October 2014

It worries that software vendors have a greater and greater influence over independent advice.

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David Shelton: Dealing with change

9 October 2014

Coping with external change is a real challenge for advice businesses

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Will the new mortgage qualification open the door to higher standards?

2 October 2014 | By Amanda Newman Smith

The Certificate in Advanced Mortgage Advice could help increase standards without regulatory intervention - but only for those who want to sit exams

Comments (4)

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David Shelton: A marketing checklist

2 October 2014

The aim of this checklist is to make sure you spend your marketing time and budget as effectively as possible.

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Sort the staging backlog to avert auto-enrolment disaster

25 September 2014

The Government and The Pensions Regulator need to tackle non-compliance with AE staging dates.

David Shelton: How to make marketing effective

25 September 2014

If your business has a marketing budget and you are intending to adopt an organised approach to marketing there are some areas you need to consider.

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Novastone hires Barclays Wealth MD Hodson

22 September 2014 | By Pamela Morris

The firm has also appointed former vice president of IT strategy at fashion brand Burberry, Craig Crawford.

Lis David Aviva Investors 2014

People on the move

18 September 2014

This month’s moves include changes at Aviva Investors, Fidelity and Ascentric

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