Business tips

        A suitable portfolio is...

        Professional Adviser | 15 Sep 2014 | 11:00

        So, what does a suitable portfolio recommendation look like? Paul Resnik explains...


        The five steps to 'common sense' suitable advice

        There's a difference between what the regulator expects when advisers assess suitability for a client, and what common sense demands, writes Paul Resnik...

        Professional Adviser | 15 Sep 2014 | 09:47

        Technology or bust? How to access the consumers of the future

        Engaging the younger generation has never been more important - and difficult - for the financial services industry. Richard Ardron offers his tips on how to get it right...

        Professional Adviser | 12 Sep 2014 | 11:30

    Other Business tips articles


      Meet Dr IFA: The advisers looking (way) beyond Level 6

      Forward-thinking advisers are seeking ways to differentiate themselves from their peers. Nicola Brittain tracks down some of those scaling new heights in advisory learning...

      Professional Adviser | 12 Sep 2014 | 10:42

      Armchair Critic: How to network (properly)

      Our Armchair Critic Brendan Llewellyn suggests nothing - not even the rise of social media - can top the time-honoured ways of networking...

      Professional Adviser | 05 Sep 2014 | 12:27

      How to be a brilliant blogger (by brilliant bloggers)

      Want to get your voice heard - and listened to - online but not sure how to go about it? Laura Miller speaks to the industry's best loved bloggers to find out what works, what doesn't, and why it matters.

      Professional Adviser | 21 Aug 2014 | 12:51

      Mark Polson: The hell with strategy and 'big picture' - find what matters

      You might think listening to tousle-haired 'strategists' will bring you success, but, writes Mark Polson, sometimes you simply have to find the little things...

      Professional Adviser | 21 Aug 2014 | 10:27

      Consumer confidence in financial services ‘remains low post-RDR’ - adviser poll

      Almost half of advisers (47%) do not think consumer confidence in financial services has risen since the introduction of the Retail Distribution Review (RDR), according to Cofunds research.

      Professional Adviser | 13 Aug 2014 | 11:14

      Creative destruction: The entrepreneur's secret weapon

      Nick Lee, head of strategic partnerships at Axa Wealth, on the success in store for those advisory firms that can consistently innovate beyond the requirements of regulation...

      Professional Adviser | 08 Aug 2014 | 11:07

      Adviser charging: Life after ‘three-plus-a-half'

      An innovative charging structure can transform a business but adapting to a change in fees is not easy. Nicola Brittain talks to four advisers about the rationale behind their strategies

      Professional Adviser | 07 Aug 2014 | 12:19

      Full disclosure: Does your firm measure up?

      With an ‘unacceptable' number of firms failing to provide adequate details of their costs and services, Compliance First's Aileen Lynch offers her tips to ensure communications are up to scratch

      Professional Adviser | 05 Aug 2014 | 07:16

      The questions that can skew a risk tolerance reading

      Many advisers need to change their view on what constitutes risk tolerance, argues Paul Resnik...

      Professional Adviser | 04 Aug 2014 | 15:48
      Three businesspeople meet and shake hands

      Consolidator AFH buys IFA to expand into Scottish market

      AFH has bought out Edinburgh-based Finlay Gow & Company for £657,000 to enter the Scottish advice market.

      Professional Adviser | 28 Jul 2014 | 07:54

      Best of the best? Why ‘one-stop’ advice shops are not the silver bullet

      A ‘one-stop shop’ for financial advice isn’t the catch-all solution, argues Beaufort Group chairman Simon Goldthorpe

      Professional Adviser | 24 Jul 2014 | 15:17

      How to master the work-life balance

      Happiness in the workplace is not just vital for you, but your business too. Lee Travis, CEO of the New Model Business Academy, takes a look at how to achieve it...

      Professional Adviser | 11 Jul 2014 | 10:42

      Bare trusts: A halfway house for tax planning

      Jeremy Passmore, head of wills, trust and tax planning at Thomson Snell & Passmore, illustrates the benefits of a trust where ownership for tax lies with the beneficiary

      Professional Adviser | 04 Jul 2014 | 12:19
      Three businesspeople meet and shake hands

      I'll do it my way: Three start-ups discuss charges, business models and the future of advice

      More advisers are starting up their own businesses, looking for the freedom to run things their way. Here, three tell Carmen Reichman how and why they did it...

      Professional Adviser | 03 Jul 2014 | 11:44
      Social Media

      The power of social media: Turning your followers into clients

      Social media is now the most popular activity online. Jenna Towler talks to expert Bridget Greenwood about harnessing the power of the internet and making it work for your business.

      Professional Adviser | 26 Jun 2014 | 14:22



    Are your clients working longer?