Financial services firms now have under a year before the General Data Protection Regulation comes into effect. The GDPR will impact the way firms gather, store and manage the personal data they hold. With the potential for significant fines and reputational damage in cases of non-compliance, no firm can afford to ignore this significant piece […]
With the right of course of action, advisers can help reduce the personal allowance tax trap bill.
Networking can be extremely useful to advisers in businesses that work in isolation. But how do you ensure doing so does not waste precious time?
Talking informally with like minded individuals can help advisers see problems in a new light
A lot of people have told me recently how hard they are finding it to recruit good quality staff. There are a number of things to think about when looking to recruit. Once you have identified the specific tasks you want doing and have written a job description, you will probably place an advert or contact […]
Specialise wisely is the advice for firms wanting to secure profitable clients
Thinking of selling up? Entrepreneurs’ relief could be jeopardised by investment assets or surplus cash
Investor discipline is required more than ever when political emotions are running high
James Hay chief executive Alastair Conway on winning DB transfer business and making the most of peers’ replatforming priorities
It is disappointing that the positivity around suitability is undermined by a lack of clarity over what advisers’ services provide and how much they cost
Guaranteed drawdown may be the answer amid scepticism over annuities.
Clear direction will help your staff towards clients service wins