Aifa is running seminars to help IFAs develop their existing fee-charging structures, transfer to a fee-based model or find out more about operating wrap-based models. The seminars will be led by FP Advance and are scheduled to start in September.
Sixteen-year-old Brocha Simon is the youngest person in the UK studying to be a chartered financial planner and mentor IFA Filip Slipaczek says advisers who are not chartered need to take a leaf out of her book to improve industry credibility.
Any consumer trust gained over the past year by the critical illness industry has been undermined by bad claims publicity and unhelpful comments from the ombudsman according to Defaqto. Defaqto says the CI industry did not capitalise on the opportunity to promote the Association of British Insurers’ statement of best practice and left many advisers […]
By Sarah Scott, marketing consultant You might think the question in the title is a strange one. Perhaps even more so when you learn that it’s one of several asked as part of an assessment for Employment Support Allowance eligibility in the opening scenes of the 2016 film, ‘I, Daniel Blake’. Daniel is a carpenter […]
The FCA has today proposed changes that would help unlock patient capital – investment seeking long-term returns, such as venture capital or infrastructure – through unit-linked funds to retail investors. The regulator has also published a discussion paper on the effect of the existing UK framework on investments in patient capital. As part of this year’s budget, chancellor […]
Three advisers talk to Money Marketing about taking time out to help the community Christmas is traditionally a time for giving, so as our thoughts turn to the festive period, how are advice firms giving back to the community or the profession? The great outdoors As a seasoned mountain walker and scout leader, much of […]
Figures show advisers are not taking on enough clients, but this can be fixed with a closer look at efficiency Back in the day, advisers would often have hundreds, if not thousands, of clients who would receive advice as and when they needed it. But changes in regulation from the RDR and, more recently, Mifid […]