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Latest News

11:52

Why clients come to you: bad investments and using up cash

More than a third of consumers are worried about taking the wrong investment decisions.

08:49

Half of advisers turn away five customers a month

Research reveals growing number of clients now come from the professional services sector, including accountants and solicitors.

Apr 29, 2016

Two thirds remortgaging in March shun brokers: LMS

Research suggests apathy growing among homeowners due to expectations of the base rate staying unchanged

Apr 28, 2016

FCA reveals what average advice firm looks like

Survey carried out in November reveals everything from use of technology to insistent client attitude.

Apr 28, 2016

Just Mortgages becomes Openwork’s largest mortgage AR

Financial advisory business of UK’s largest independent estate agency chain completes move from Legal & General to Openwork.

Apr 28, 2016

Altmann backs fixed price advice packages

Baroness Altmann says she supports the government’s advice allowance, as this is the first time MPs have taken the value of advice seriously.

Analysis & Opinion
Deity or egomaniac?

Apr 27, 2016

Deity or egomaniac?

Elon Musk: How the Billionaire Chief Executive of SpaceX and Tesla is Shaping our Future by Ashlee Vance, published by Virgin Books

14:58

Another step in the IFA journey

What motivates advisors to undertake a masters? I dared to ask.

14:58

Standing on the shoulders of giants

It’s time we doffed our caps to our mentors and considered becoming ones ourselves

Apr 27, 2016

Diary of an Adviser: Paul Lindfield

A week in the working life of ...

More on Your Business
Adviser Guides

Guide to delegating advice

The regulator’s recent crackdown on delegating advice to a third party has raised interesting questions about the pros and cons of such a move.

Discretionary Management

Off the peg but on budget

Outsourcing Report: Introduction

FTAdviser Blog

Phone alone: the protocol for recording calls

Is mobile call recording for advisers protection or paranoia?

Adviser Guides

Guide to handling insistent clients

Many clients are experiencing barriers to accessing their pension funds directly.

FTAdviser Blog

Advisers could benefit from entrepreneurs’ relief

More headline-grabbing tax changes were announced in the 2016 Budget

FTAdviser Blog

Advisers could benefit from entrepreneurs’ relief

More headline-grabbing tax changes were announced in the 2016 Budget.

Recent Articles
  1. Nutmeg will offer ‘best advice that’s ever been seen’
    Technology for Advisers| Apr 27, 2016

    Nutmeg will offer ‘best advice that’s ever been seen’

    Firm’s founder says the advice his company is set to offer will be proactive rather than reactive.

  2. FCA chairman escapes Canary Wharf, learns from advisers
    Apr 27, 2016

    FCA chairman escapes Canary Wharf, learns from advisers

    John Griffith-Jones has been travelling the country as part of an outreach programme by the regulator

  3. Apr 27, 2016

    Solving the complexities of taxation on trusts

    How trusts work in relation to capital gains, income and inheritance tax, and tax exemption

  4. TPR bows to pressure to publish group personal pensions
    From Pensions| Apr 26, 2016

    TPR bows to pressure to publish group personal pensions

    New list of group plans to increase the choice of schemes deemed ‘well-run’ by the regulator

  5. Most Brits won’t pay more than £100 for advice
    Apr 26, 2016

    Most Brits won’t pay more than £100 for advice

    Research finds older and wealthier clients are more interested in ‘robo-advice’ than the assumed target market.

  6. Sipp advice adds £10m to pensions advisers’ FSCS bill
    From Regulation| Apr 26, 2016

    Sipp advice adds £10m to pensions advisers’ FSCS bill

    Investment advisers will pay £14m less than forecast in January.

  7. Back in the Day: September 1988
    Apr 22, 2016

    Back in the Day: September 1988

    For this week’s ‘Back in Day’, we rewind to September 1988, where computer software hogged the main pages.

  8. Claims firm hits back at Davy’s ‘ambulance chaser’ jibes
    Apr 22, 2016

    Claims firm hits back at Davy’s ‘ambulance chaser’ jibes

    Get Claims Advice manager says his industry will only die when bad advice does.

  9. Questions over IFAs’ role in £500 govt advice allowance
    From Pensions| Apr 22, 2016

    Questions over IFAs’ role in £500 govt advice allowance

    Some advisers say £500 pension advice allowance will cover only a restricted service.

  10. Healthcare is a promising yet challenging sector
    Companies & People| Apr 22, 2016

    Healthcare is a promising yet challenging sector

    Dan Mahony talks on demographics, healthcare and investment potential.

More on FTAdviser