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Own goals

At a time when the number of purely acquisitive IFA businesses appears to be increasing, it brings up an important question for every adviser to consider – who owns a client?

RDR roundabout

The RDR merry-go-round keeps turning. Off come basic advice and the sole options of sales or independent advice, and on jump “sales advice” and “guided sales”.

Nobody expects the Spanish Inquisition

Paul Fidell, Head of Business Development (Investments), writes about one of the primary challenges for those involved in estate planning. He looks at dealing with investment uncertainty in these low growth, low inflation but still volatile investment conditions. Protection of capital, to leave something for beneficiaries, is a fundamental objective of many people’s plans for […]

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