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Does income protection need a helping hand from the Government?

27 January 2015 | By Amanda Newman Smith

Can tax relief or auto-enrolment boost income protection?

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Phil Billingham: Time to check your vision

22 January 2015

Does your vision of your company match with that of your staff and clients?

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Getting to grips with the new guidance qualification

22 January 2015 | By Amanda Newman Smith

The Certificate in Pension Scheme Member Guidance was designed for administrators but could also be useful for paraplanners and advisers.

Comments (2)

Claire Trott Talbot & Muir

Claire Trott: The key pension dilemmas ahead of April

20 January 2015

The countdown is on to the implementation of the new pension freedoms.

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How to deal with FCA compliance guarantees

16 January 2015

How should firms deal with a request and the potential consequences?

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Richard Leeson: Getting it right on compliant EIS advice

13 January 2015

At first glance, enterprise investment schemes seem a nightmare for the small IFA.

Comments (11)

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Danby Bloch: Getting it right on management information

8 January 2015

The introduction of adviser charging has changed the way important data should be collected.

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Can advisers rise from the ashes of trail blaze?

8 January 2015 | By Amanda Newman Smith

Losing trail commission could have far-reaching consequences for small advice firms and their clients.

Comments (3)

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How will competition in the pensions market benefit consumers?

18 December 2014

Insurance companies, Sipp providers and investment managers will be chasing the same money from April. But what’s in it for the consumer?

Comments (1)

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Simon Collins: Challenging the status quo

18 December 2014

You have to look sufficiently long term to be able to see your strategies come to fruition

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How to approach DFM due diligence

17 December 2014 | By Amanda Newman Smith

Support services firm Aim Two Three is helping advisers drill down into the discretionary fund management market

Comments (3)

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Tony Wickenden: Too good to be true?

11 December 2014

A ‘new way’ for advisers to receive payments from life companies without triggering a surrender is not all it seems

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Avoiding the auto-enrol fallout

9 December 2014

Certain aspects need serious consideration as we look to 2015 and beyond

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Tony Wickenden: Should the settlor settle up?

28 November 2014

Tax on charges for initial advice when setting up a trust can be a complicated business

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Asset allocation: Charles Stanley sticks with UK but shies from retail

20 November 2014 | By Sam Macdonald

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

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Bridging the gender gap

20 November 2014 | By Amanda Newman Smith

Is self-employment the way to bring more women into financial services?

Comments (3)

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The raft of options in brave new pensions world

13 November 2014 | By Amanda Newman Smith

Clients will need help weighing up the pros and cons of their retirement options in the world of pension freedom

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How important is yield when it comes to investment trusts?

13 November 2014 | By Sam Macdonald

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?

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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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