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Latest News

Nov 27, 2014

Vanguard attempts to quantify value of advice

New programme sets out the ways advisers can add value for clients.

Nov 25, 2014

Call for minimum advice fee to replace assets threshold

Suggestion that upfront fees would be more appropriate than a minimum threshold on new client assets.

Nov 24, 2014

One in 20 IFAs want to keep business in the family

Only half of advisers would recommend financial advice as a career to a family member, trade body’s survey shows.

From Regulation| Nov 21, 2014

Five key themes from this week’s news

Pensions changes misrepresented, FCA sounds conciliatory tone, and Fundsnetwork breaks ranks.

From Investments| Nov 21, 2014

Axa Wealth apologises for advised clients data breach

Affected adviser brands incident “embarrassing” and said it will be “taken into account” during due diligence.

From Regulation| Nov 19, 2014

FCA: Guidance vs advice debate ‘unresolved’

Regulator has not yet been able to answer queries on “guidance vs advice, and independent vs restricted advice”.

Analysis & Opinion

Nov 26, 2014

Q&A: It’s hard work when your job loses its spark

How to rekindle interest when you no longer experience job satisfaction

Nov 26, 2014

Diary of an advisor: Ashley France

In the run-up to his son’s fifth birthday, Ashley France keeps on the ball – both with a client and with his seminars and research – in-between...

Nov 26, 2014

Book on greed shows Gordon was a moron

Greed: From Gordon Gekko to David Hume

Advising across Europe is easier than you think

Nov 25, 2014

Advising across Europe is easier than you think

Charges may not always be clear, but there are few obstacles for advisers that wish to advise expat clients.

More on Your Business
Adviser Guides

Guide to Retirement Income Options post-Budget

Many headlines in the aftermath of the Budget concentrated on the fantastic freedom and choice being introduced.

Companies & People

Top 100 Financial Advisers 2014

Consolidation was key feature of past year, as was the pension freedoms Budget.

FTAdviser Blog

An iPhone in the hand is worth two Isas in the bush

I am fed up of hearing we are all going to live longer and have less cash than our grandparents.

Adviser Guides

Guide to Adviser Charging

Cash is king when it comes to explaining adviser charges.

FTAdviser Blog

Sesame fine should prompt sobering introspection

Many services are delivered to Paul, often free or discounted and paid for by Peter.

Adviser Guides

Guide to Risk-Rated, Targeted and Managed funds

Risk-defined funds provide investors and advisers with a firm indication of the level of risk they are aiming to take.

FTAdviser Blog

Trust is at the heart of IFA-client relationship

Soft facts can be hard, or why advisers engender client loyalty.

Recent Articles
  1. Islamic finance: Open to all
    Nov 24, 2014

    Islamic finance: Open to all

    The growing Muslim population of the UK faces unique challenges in financial planning. Jon Cudby looks at the products available to overcome them.

  2. Back office systems: Adviser case studies
    From Special Report: Adviser Technology - November 2014| Nov 24, 2014

    Back office systems: Adviser case studies

    A range of adviser share their experiences with back office technology and how it’s used in client interactions.

  3. Nov 20, 2014

    ’Hiring empathetic egotists makes sense’

    A big ego is one of the three key attributes employers should look out for in their search for a good salesman, according to a business consultant...

  4. Nov 20, 2014

    Educate your workforce to be financially savvy

    Money worries can result in absenteeism, costing firms’ money

  5. Nov 20, 2014

    Clean up your act over money-launderers

    Suspicious Activity report to National Crime Agency must be accompanied by reasons to avoid delays

  6. Nov 20, 2014

    Diary of an adviser: Stephen Abbott

    A week in the life of Stephen Abbott of Stephen Abbott Financial Services

  7. Apfa negotiates discounts for IFA businesses
    Nov 18, 2014

    Apfa negotiates discounts for IFA businesses

    Director general of Apfa Chris Hannant says savings of up to 75 per cent will be available on some business costs for association members.

  8. Nov 14, 2014

    Q&A: Time for your VAT check-up

    When a VAT inspector comes knocking it is worth dropping any important engagements and making yourself, your premises and your business records and...

  9. Another DFM cites ‘slow’ adviser take-up
    InterviewfromInvestments| Nov 14, 2014

    Another DFM cites ‘slow’ adviser take-up

    Kleinwort Benson boss says his firm is looking for “literally a few dozen relationships” for its proposition.

  10. Pension reforms: Risk vs ‘responsibility’
    Ashley WassallonRegulation| Nov 14, 2014

    Pension reforms: Risk vs ‘responsibility’

    Consumer Panel solution is to take advice to benefit from claims protection - because then you can eat your cake and have it too.

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