This site uses cookies. By continuing to browse the site you are agreeing to our use of cookies. Find out more here.
X
MM-Cover-Top-240714.jpg

Tax-Taxation-Blocks-700.jpg

Tony Wickenden: A matter of relevance

24 July 2014

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

Board-Room-Meeting-Room-Business-700.png

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.

USA-Dollars-Cash-Money-700x450.jpg

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

Deadline-Clock-Alarm-700.jpg

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)

Technology-Binary-Data-Tech-Code-700.jpg

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?

Phil-Billingham-MM-Peach-700x450.png

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.

Adam-Samuel-MM-700.jpg

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)

UK-Currency-Money-Pounds-Notes-700x450.jpg

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)

Business-Handshake-Meeting-Deal-Low-Angular-700x450.jpg

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.

Data-map-planning-strategy-business-2013.jpg

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…

Technology-Business-Computer-700x450.jpg

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)

Goodall-Richard-Parmenion-2014

People on the move

17 July 2014

This month’s moves include changes at platform provider Parmenion, the FCA and Towry

Financial advice-planning-advice-cashflow-analysis

Outsourcing: Communicating the value of difference

10 July 2014 | By Amanda Newman Smith

Can advisers and their outsourcing partners justify their fees to clients by demonstrating their differences?

Studying-Student-Education-University-Uniball-Pen-700.jpg

Making auto-enrolment work: The pros and cons of the Certificate in Pensions Automatic Enrolment

26 June 2014 | By Amanda Newman Smith

Is the PMI’s auto-enrolment certificate relevant to advisers?

Business-Handshake-General-Hire-Appointment-700x450.jpg

People on the move

19 June 2014

This month’s moves include changes at Cofunds, Jupiter and Countrywide

Jobs-Ad-Newspaper-Employment-700.png

Careers Brief: Is graduate recruitment hotting up?

19 June 2014 | By Amanda Newman Smith

Graduate recruitment is expected to rise this summer but are financial services recruiters seeing any evidence?

Money-Currency-Coins-Pound-GBP-700.jpg

Asset Allocation: Why TAM Asset Management is steering clear of emerging market funds

12 June 2014 | By Sam Macdonald

Senior investment manager Christian Holland says the sector is a space the wealth management firm does not need direct exposure to

Adam-Samuel-MM-700.jpg

Compliance tip of the week: Keep within the financial promotions rules

12 June 2014

There are two financial promotions rules that are often broken

mm-cpd-logo

The Technical Quiz: 5 June

5 June 2014

To help you to keep up with the fundamentals of tax, retirement and financial planning, try answering these questions

Hourglass-Clock-Time-Race-Measure-700x450.jpg

Better business: How to make the most of your time

5 June 2014

With so many demands on an adviser’s time, using time-management strategies has never been more important

Adam-Samuel-MM-700.jpg

Compliance Tip of the Week: Dealing with complaints

5 June 2014

Handling complaints well involves doing the opposite of what seems natural

Money-Notes-Currency-GBP-700.jpg

What payments can platforms still take from fund managers?

29 May 2014 | By Sam Macdonald

Platforms are allowed to continue to take payments from fund managers for a number of ancillary services.

Money-In-Hand-700.jpg

Better Business: Setting your charge rates

29 May 2014

It is important to set an hourly charging rate or project fee that adequately reflects the costs involved and the value of your expertise

Miller-Alex-Octopus-2014

People on the move

15 May 2014

This month’s moves include new appointments at Towry, Lloyds Banking Group and the FCA

Financial advice-planning-advice-cashflow-analysis

Careers Brief: Should you scrap or adapt your sales skills?

15 May 2014 | By Amanda Newman Smith

Do advisers need the ability to sell post-RDR?

Jon-Everill-700x450.jpg

My Beautiful Career: Jon Everill

15 May 2014

FundsNetwork’s head of advisory services talks about keeping up with constant change in the platform world and recommending a career in financial services to his son

Better business: Weighing up pros and cons of outsourcing

15 May 2014

Outsourcing may save advice firms time and money but the final decision will depend on a range of factors

Tablet-Technology-Computer-Business-700x450.jpg

Development focus: Don't be afraid of getting digitally connected

15 May 2014

Advisers and product providers need to embrace digital communications to deliver the best results to clients

Cash-Money-Currency-GBP-Pounds-700.jpg

Better business: Transactional vs ongoing charges

8 May 2014

Ongoing charges are likely to come under increasing pressure in the face of clients’ preference for ‘pay as you go’ charges

de Bunsen-James-Henderson-2014

Asset allocation: Why Henderson is selling down UK small and mid caps

8 May 2014 | By Sam Macdonald

Henderson multi-asset manager James de Bunsen has set out the three key areas for the UK Income and Growth portfolio

Working-with-tablet-technology-tech-business-700.jpg

Better Business: Keep your market under review

1 May 2014

Review the market to identify threats and opportunities for your business.

roderic.jpg

Better Business: Getting the most out of an acquisition

1 May 2014

Whether trying to buy or sell an advice business, you should have a clear idea what you want to achieve and not be afraid of walking away from a potential deal.

Technology-Computer-Binary-700x450.jpg

Institutional platforms seek FCA rebate rules work-around

24 April 2014 | By Sam Macdonald

Firms think they fall outside of platform definitions and can therefore retain fund manager payments.

Comments (1)

iPhone-Mobile-Tech-Technology-700.jpg

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.

Sign-Signing-Letter-Contract-Business-700.jpg

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.

Outlier-Independent-Isolated-Unique-One-and-Only-700.jpg

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

Business-Corporate-Commuters-People-700x450.jpg

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.

Job-Interview-Business-Finance-Meeting-700.jpg

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

The Cost of Advice

Sponsored by Brooks Macdonald

Fund Data

Editor's Pick



Poll

Do you think advisers will benefit from Chancellor George Osborne's guidance guarantee?

Job of the week

Latest jobs

View all jobs

Most recent comments

View more comments