Business tips

        Consolidator AFH buys IFA to expand into Scottish market

        Professional Adviser | 28 Jul 2014 | 07:54

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

        Three businesspeople meet and shake hands

        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

    Other Business tips articles


      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

      It takes two: Dancing the adviser/client technology tango

      Axa Wealth’s Martyn Harrison examines the risks associated with using disjointed technology systems throughout the advice process.

      Professional Adviser | 26 Jun 2014 | 08:00

      Saddle up: Now's the time to ride the AE Trojan Horse

      As you introduce yourself to a new audience, it may also be a perfect time for you to introduce some fresh marketing initiatives. Lee Travis, CEO at NMBA, explains

      Professional Adviser | 18 Jun 2014 | 11:10

      Choosing a drawdown provider: Your due diligence checklist

      There are a number of areas to look at that will help you determine which providers will fit all your clients' needs. Claire Trott, head of technical support at Talbot and Muir, explains

      Professional Adviser | 18 Jun 2014 | 11:06

      One man's bid to make 'selling' a squeaky-clean word

      While some in financial services are busy disassociating themselves from the word ‘sales’, one adviser-turned-consultant is hitting back...

      Professional Adviser | 17 Jun 2014 | 13:19

      How to survive and thrive in the customer service era

      Going the extra mile for clients is the key to long-term growth and profitability, writes Mark Holweger, managing director, intermediated, at Legal & General...

      Professional Adviser | 12 Jun 2014 | 14:37

      Another string to your bow: Financial advisers as business strategists

      Finally, some positive RDR after effects are being felt, writes Whitehall Group director Richard Mattison…

      Professional Adviser | 12 Jun 2014 | 07:36

      Billingham blasts cashflow modelling 'myths'

      Consultant Phil Billingham doesn't know why the 'myths' about cashflow modelling persist, but they do...

      Professional Adviser | 02 Jun 2014 | 11:14
      A shopping trolley sign

      Supermarket sweep: What advisers can learn from retailers

      The advice industry needs to get to grips with how clients really want to be reached and dealt with, writes Earl Glasgow, managing partner at True Potential

      Professional Adviser | 29 May 2014 | 16:41

      Lifting the bonnet on model portfolios

      Chris Mayo, investment director at Wellian Investment Solutions, examines the factors to consider when deciding whether model portfolios are right for your clients

      Professional Adviser | 27 May 2014 | 17:27
      Woman happy with money

      Most IFA owners 'would sell early for right price'

      Almost two-thirds of advice firm owners would sell up early for the right price, a poll has found.

      Professional Adviser | 23 May 2014 | 08:31

      Solicitor: We can learn an awful lot from advisers

      The legal profession, like the advice profession, has undergone seismic change in recent years, but only one has so far offered real evidence of evolution...

      Professional Adviser | 22 May 2014 | 14:09

      'It's nothing like tied': Three 'restricted whole-of-market' advisers on ditching IFA

      Three former IFAs tell Nicola Brittain why they made the switch to 'restricted whole-of-market' status, and what it has meant for their clients...

      Professional Adviser | 21 May 2014 | 11:40
      Lee Travis

      Keeping one step ahead of the regulator in an ever changing world

      Rumours and speculation will always abound in this industry. But what if certain possibilities became realities? The NMBA's Lee Travis looks at what might be worth safeguarding your business against...

      Professional Adviser | 14 May 2014 | 14:50
      Credit valuation adjustment

      Adviser Masterclass: How to value your business

      Valuation of an advisory firm can be approached in several ways but which is best for your business? Nicola Brittain finds out...

      Professional Adviser | 14 May 2014 | 14:39



    The idea of a pensions passport has been described as a win-win. Do you agree?