To help you to keep up with the fundamentals of tax, retirement and financial planning, try answering these questions.
Networking is a crucial part of developing referrals and opening new doors. Indeed, many advisers we work with are building profitable businesses almost solely on referrals. Building a referral network is a great way to find new clients and prospects. However, contrary to popular belief, networking is not about trying to sell your services to […]
Aviva’s UK life division saw new business profits surge 15 per cent in the first quarter despite sales dropping year-on-year. The insurer’s first quarter interim management statement, published this morning, reveals the value of new business written in its UK life arm rose from £89m in Q1 last year to £103m in the first three […]
Advisers and planners do not need to be reminded to fulfil CPD requirements if they wish to retain their Statement of Professional Standing. Making sure an effective training and competence plan is in place is a key part of successful business practice. But what about paraplanners? How many firms include paraplanners and support staff in […]
Following his latest webinar ‘Has sustainability been Trumped’ Mike Fox answers questions in relation to how Trump’s environmentally unfriendly policies might affect sustainable investment strategies. Read the article here The value of investments and the income from them is not guaranteed and may go down as well as up and investors may not get back […]
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