Date set for Aberdeen UK Platform Awards

Professional Adviser | 17 Apr 2014 | 14:59

Organisers of the Aberdeen UK Platform Awards have set a date for this year's ceremony, and will soon be inviting firms to enter the adviser categories.

HM Revenue and Customs

HMRC issues new rebate tax guidance after raft of enquiries

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.

Professional Adviser | 17 Apr 2014 | 07:52
Google Logo

Tech rout continues as Google falls on weak earnings

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.

Professional Adviser | 17 Apr 2014 | 07:50

Other Better Business articles


Video: How to stay this side of your advice use-by date

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...

Professional Adviser | 16 Apr 2014 | 17:26 | video

Fisher to exit Towry as former Pru chief takes over

Andrew Fisher, the chief executive of Towry, has announced his departure from the business after ten years.

Professional Adviser | 16 Apr 2014 | 10:48

Hargreaves in talks over Woodford as assets pass £45bn

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.

Professional Adviser | 16 Apr 2014 | 07:37

Charles Stanley warns rising costs to 'hit profits by 10%’

Charles Stanley’s pre-tax profits are likely to fall 10% short of market expectations due to rising costs, the wealth manager has warned.

Professional Adviser | 16 Apr 2014 | 07:34

L&G's Pollock: High street advice dead? It's alive and kicking

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...

Professional Adviser | 15 Apr 2014 | 07:47

Investment advisers hit with additional £7m FSCS levy bill

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.

Professional Adviser | 15 Apr 2014 | 07:42

Armchair Critic: The known unknowns of regulated online advice

Brendan Llewellyn, Professional Adviser's resident Armchair Critic, examines the viability of online advice models, and reaches what some might consider an inevitable conclusion...

Professional Adviser | 14 Apr 2014 | 16:25

Pete Matthew: Why we're still tweaking our fees document

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?

Professional Adviser | 14 Apr 2014 | 15:47

Adviser noticeboard (14-18 Apr)

Our weekly round-up of the key product launches, charging tweaks, people moves and events for financial advisers...

Professional Adviser | 14 Apr 2014 | 15:26

Adviser masterclass: How to explain fees to clients

Rebecca Jones investigates how advisers can satisfy the regulator while keeping things as simple as possible when explaining fees and charges to clients...

Professional Adviser | 14 Apr 2014 | 15:24

Fraudsters target Axa Investment Managers

The Financial Conduct Authority (FCA) has issued a warning about fraudsters claiming to represent Axa Investment Managers UK.

Professional Adviser | 13 Apr 2014 | 21:53

Facebook eyes foray into financial services - report

Groundbreaking social network service Facebook is set to expand into financial services, according to reports.

Professional Adviser | 13 Apr 2014 | 21:36
Start Conversion Rate Optimization

If only...: What would you change if you had to start over?

The world of advice has changed dramatically during the working lives of most advisers. If they had to do it all over again, knowing what they know now, what would they do differently? Laura Miller finds out...

Professional Adviser | 11 Apr 2014 | 16:53

Mark Polson: Why it's time for platforms to start sweating the small stuff

The future for platforms - and everything else in this sector actually - is all in the detail, writes platforms expert Mark Polson...

Professional Adviser | 11 Apr 2014 | 15:57

IMA to introduce benchmark for turnover costs

The Investment Management Association (IMA) is planning an industry standard for how fund groups disclose turnover costs, it has emerged.

Professional Adviser | 11 Apr 2014 | 15:14

FCA inquirer Clifford Chance on regulator's s166 panel

Law firm Clifford Chance - which has been hired by the Financial Conduct Authority (FCA) to review its handling of the release of market-sensitive information to the press - is also a member of the regulator's panel of lawyers tasked with investigating financial institutions.

Professional Adviser | 11 Apr 2014 | 12:16

Video: How to build a repeatable advice process

Developing a consistent, repeatable advice process that can be used for every client and yet make each feel special and unique is one of the keys to business success, as consultant Steve Billingham explains in this short video...

Professional Adviser | 11 Apr 2014 | 11:51 | video


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