Financial planning, like any other people business, relies on communication and the power of the exact words you use should never be underestimated. The planning process affords many different opportunities to communicate with clients, both verbally and in writing. Some forms of communication you have complete control over (website, client brochures) while others have information […]
Advisers waiting for a flood of products to meet the demands of the new pension freedoms have been told to expect “evolution, not revolution”. Pension freedom day finally arrived this week, giving savers greater control over their pensions than ever before. Commentators have predicted there will not be a flurry of new products to serve […]
Non-advised business models will be in the crosshairs of politicians and regulators no matter the outcome of this week’s general election, Money Marketing understands. Ros Altmann – who is to be made a Conservative peer and appointed minister for consumer protection if the Tories form a Government – says she will explore banning commission entirely. […]
To help you to keep up with the fundamentals of tax, retirement and financial planning, try answering these questions.
What does a well-diversifed portfolio look like? What were the quarterly trends in model portfolios in Q4 2015? The Portfolio Barometer highlights trends uncovered by analysis of 210 model risk-rated portfolios managed by UK financial adviser and wealth management firms in the three months from October to December 2015. The model portfolios under review were […]
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