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

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

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...


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

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

Other Charging articles


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

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

Accredited bodies disappointed by FCA fee findings

The Institute of Financial Planning (IFP) and Personal Finance Society (PFS) have said they are disappointed by Financial Conduct Authority (FCA) findings suggesting advisory firms, wealth managers and private banks are failing to disclose their fees adequately.

Professional Adviser | 08 Apr 2014 | 22:46

Cost of advice: 11 things you need to know about the FCA's review

One financial advisory business is "likely" to be referred to the regulator's enforcement division for failings related to charges disclosure.

IFAonline | 07 Apr 2014 | 10:26

The seven basic principles of client report writing, by Kim Bendall

There are many ways to put together suitability reports, writes Kim Bendall, senior paraplanner at The Paraplanners, but here are her seven basic principles...

IFAonline | 02 Apr 2014 | 00:16

IMA chief admits progress on charges transparency 'slow'

The Investment Management Association (IMA) plans to complete work to improve charges disclosure and introduce an effective statement of principles by the end of the year, the organisation’s chief executive has said.

IFAonline | 27 Mar 2014 | 11:05

What is investment pre-funding and which platforms do it?

If the last six years have taught investors anything, it's that time out of the market isn't necessarily a bad thing, but it can also prove costly...

IFAonline | 13 Mar 2014 | 10:29

Blog: Are we wasting our time simplifying fund costs?

It seems we've seen the back of clean and super clean share classes, which is a relief as the whole thing was very tedious and did little to further the discussion about the value the asset management industry provides.

IFAonline | 10 Mar 2014 | 22:40

Why is this advice marked 'not clear'? Re-thinking compliance

Why one IFA director thinks the world of compliance checking needs an overhaul...

IFAonline | 05 Mar 2014 | 12:45

Compliance service for financial planning firms launched

A compliance service designed for financial planning firms has been launched.

IFAonline | 05 Mar 2014 | 09:57
standard life

Standard Life may ban workplace pension adviser charging

Standard Life is investigating placing a ban on adviser charging in connection with workplace pensions following discussion with the Financial Conduct Authority.

IFAonline | 03 Mar 2014 | 14:27

Who has played ball with Hargreaves? The 27 key deals revealed here

Hargreaves Lansdown has revealed the details of its new clean pricing deals from leading fund groups including M&G, Newton and Schroders.

IFAonline | 01 Mar 2014 | 10:59

Video exclusive: IMA chief hints at challenge of spotting active management 'skill'

The skill of active fund managers "adds real value" to investors, but the market may need to improve at identifying that skill quicker, according to Investment Management Association (IMA) chief executive Daniel Godfrey.

IFAonline | 27 Feb 2014 | 14:30 | video
City of London

Europe agrees deal on fund manager bonuses

EU policymakers have agreed a deal on pay in the asset management industry which includes a requirement that fund managers be paid half of any bonuses in units of their own funds.

IFAonline | 26 Feb 2014 | 08:14

Video: IMA chief contests fund pricing assumptions

Investment Management Association (IMA) chief executive Daniel Godfrey says we should "interrogate quite hard" the assertion that the price of fund management has dropped elsewhere in the world, but not in the UK.

IFAonline | 25 Feb 2014 | 14:53 | video

Acquisitive London IFA Bradbury Hamilton targets Midlands

Bradbury Hamilton, a London IFA that bought seven client banks last year and has completed almost 50 deals since inception in 1993, has targeted the Midlands for its next phase of buy-out activity.

IFAonline | 10 Feb 2014 | 17:43

Certified financial planners 'generate higher profits' - poll

Those with the Certified Financial Planner (CFP) certification generate higher revenues and profits for firms than those without it, according to a poll.

IFAonline | 04 Feb 2014 | 10:19


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