Business tips

        NMIs: The ongoing sting in the tail of independence

        Professional Adviser | 22 Oct 2014 | 10:36

        Non-mainstream investments will be beyond the pale for the majority of clients but the FCA continues to scrutinise advisers' understanding of them. Aileen Lynch reviews the rules...

        Warning sign against cloud backdrop

        Is your social media strategy up to scratch?

        With more and more existing and prospective clients getting involved with the likes of LinkedIn, Twitter and Facebook, Nick Lee takes a look at what it takes to get social...

        Professional Adviser | 15 Oct 2014 | 11:46

        Behind the mask: Why assessment days should form part of your recruitment process

        When looking to hire new staff, assessment days are extremely useful in really getting to know candidates. Stephen Hagues offers his tips on how to plan a successful one...

        Professional Adviser | 15 Oct 2014 | 11:32

    Other Business tips articles


      Video #2: A quick chat with social media guru Bridget Greenwood

      Getting started in social media might seem like a leap into the unknown for many advisers. Here, Bridget Greenwood goes back to basics...

      Professional Adviser | 10 Oct 2014 | 13:08 | video

      Video #1: How to get started in social media

      Social media expert Bridget Greenwood offers some quick-fire insight in how advisers can get started...

      Professional Adviser | 10 Oct 2014 | 13:06 | video

      The secrets behind successful fund selection

      With thousands of funds available to UK investors, getting it right for clients is an art. Clive Hale offers his tips on how to achieve it...

      Professional Adviser | 07 Oct 2014 | 13:49
      city of london

      Financial services firms 'enjoying strongest run of growth since '07'

      UK-based financial services firms have grown at their fastest rate since 2007 and are set for further growth in the coming periods, according to research.

      Professional Adviser | 07 Oct 2014 | 13:46

      Star manager departures: Should you ditch the fund?

      As the fund manager merry-go-round continues unabated, Greg Stark tells Maria Merricks what to consider before deciding on whether to stick or twist...

      Professional Adviser | 07 Oct 2014 | 13:40

      From accountant to adviser: PA award winner Adam Katten's road to success

      Nicola Brittain talks to NLP Financial Management's managing director about his non-traditional route into the advice industry...

      Professional Adviser | 02 Oct 2014 | 12:57

      Five protection turn-offs… and how to fix them

      Mark Holweger examines the key issues keeping the UK’s protection gap stubbornly wide...

      Professional Adviser | 02 Oct 2014 | 10:21

      Friend or foe: Can platforms really help advisers with asset migration?

      Advisers could be forgiven for being suspicious of the help offered by platforms and providers when it comes to legacy asset migration. But, as Jenna Towler finds out, it might be time to ditch the scepticism...

      Professional Adviser | 24 Sep 2014 | 09:58

      Charting your course to success: Four questions to determine a firm's direction

      Andy Coleman considers the essential questions business owners must address in order to take control of their firm's future...

      Professional Adviser | 24 Sep 2014 | 09:05

      All the world's a stage: How good is your advice show?

      The behind the scenes components of the advisory world are vital to putting on a world class show. But, warns Nick Lee, don't be mistaken into thinking clients value what they can't see...

      Professional Adviser | 24 Sep 2014 | 08:52

      Three's a charm: Why firms are failing on financial promotions

      Rebecca Prestage takes a look at the key points to come from the regulator's most significant announcements on the topic and offers her tips on how to ensure the rules are adhered to...

      Professional Adviser | 17 Sep 2014 | 09:12

      The gold rush: Five steps to achieving the highest standard in paraplanning

      Aiming to continually raise the bar in business is a noble thing to do but you have to be ruthless in implementing - and sticking to - any changes. Kim Bendall offers some tips...

      Professional Adviser | 17 Sep 2014 | 09:05

      A suitable portfolio is...

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

      Professional Adviser | 15 Sep 2014 | 11:00

      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

      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


Job of the week


    Do you agree with Steve Webb's proposal that those who have purchased annuities should have the opportunity to unwind them for a capital sum?