We must support each other more in our different roles. After all, we both exist for the same reason Why do financial journalists exist? I am sure that it is a question many IFAs ask, especially when they read things they think are wrong, dangerous or fail to end with “find a good, qualified financial […]
Tracey Miller – Marketing Consultant, Royal London I’m the first to admit that I go skipping out the door on a Monday morning. After a full on (long!) weekend, I’m always more than ready for the escape that work offers. But that said, my children are still my reason for getting up each morning…usually because I’ll […]
The R03 personal taxation exam has the lowest pass rate of all the R0 papers. What are the key hurdles to overcome?
New regulations are causing confusion over which parts of the advice chain are responsible for checking products are appropriate for particular clients. The Product Intervention and Product Governance Sourcebook, or Prod, is part of the FCA’s Handbook and concerns the manufacture and distribution of financial products and services. The rulebook was introduced under Mifid II […]
Watch Nick Georgiadis, Head of DFM, discuss asset allocation and investment strategy on Asset TV’s DFM masterclass. In this masterclass on discretionary fund management, a panel of industry experts discuss their views on the current market, inflation figures, investment strategies, asset allocation and what they will be focusing on when managing portfolios over the next […]
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