Advisers who embrace young clients despite their lack of wealth are building the foundation for a more valuable business, Lighthouse chief executive Malcom Streatfield has said.
Compliance which adds little to the client experience except an extra layer of cost is on the regulator's radar as an area of concern it is investigating, Financial Conduct Authority (FCA) technical specialist Rory Percival has said.
Other Better Business articles
Adviser support services group SimplyBiz has acquired estate planning and will writing business APS Legal & Associates and its subsidiaries Simply Legal & Associates and Assured Probate Services.
Most conversations with clients have what business consultant Steve Billingham calls 'defining moments'. Being able to identify them, he says, is one of four key skills advisers must possess if they want to build genuine client trust...
What if Amazon entered financial services? What would it mean for discount brokers, providers, even advisers, if a brand voted in 2013 as ‘best perceived' by a panel of more than one million people got in on your action? Think about that for a moment.
How the industry distinguishes between 'advice' and 'guidance' is at odds with how the public perceives financial services, argues Personal Finance Society (PFS) chief executive Keith Richards.
HM Revenue and Customs (HMRC) has issued fresh guidance on its decision to tax unit rebates after receiving a number of queries from fund groups and platforms.
Google shares moved sharply lower in after-hours trading following a disappointing update, with the negative sentiment that has blighted the sector showing no sign of abating.
Three things to remember about client reviews: they should be regular; they shouldn't only be about investment performance; and they can help create absolute confidence in clients' minds about what you do. Business consultant Steve Billingham explains more in this short video...
Andrew Fisher, the chief executive of Towry, has announced his departure from the business after ten years.
Hargreaves Lansdown has said Neil Woodford's new fund management venture could provide a further boost to its business after it reported record net inflows of £1.83bn for the first quarter.
Charles Stanley’s pre-tax profits are likely to fall 10% short of market expectations due to rising costs, the wealth manager has warned.
Predictions of a dearth of advisers and an ever-expanding advice gap were wide of the mark, but how consumers access advice may have changed irreversibly, writes John Pollock, chief executive of Legal & General Assurance Society...
Most types of financial services firms will pay a lower than expected Financial Services Compensation Scheme (FSCS) levy for 2014-2015 after it cut its bill by £37m, but investment advisers face another hike in costs.
Brendan Llewellyn, Professional Adviser's resident Armchair Critic, examines the viability of online advice models, and reaches what some might consider an inevitable conclusion...
Jacksons Wealth is a fee-based, RDR-friendly financial planning business. But, after making another tweak to its fees disclosure document, managing director Pete Matthew is beginning to wonder who it's really for - the client or the regulator?
Most read articles
Most commented articles
Job of the week