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...
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...
Brendan Llewellyn, Professional Adviser's resident Armchair Critic, examines the viability of online advice models, and reaches what some might consider an inevitable conclusion...
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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?
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.
One financial advisory business is "likely" to be referred to the regulator's enforcement division for failings related to charges disclosure.
There are many ways to put together suitability reports, writes Kim Bendall, senior paraplanner at The Paraplanners, but here are her seven basic principles...
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.
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...
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.
Why one IFA director thinks the world of compliance checking needs an overhaul...
A compliance service designed for financial planning firms has been launched.
Standard Life is investigating placing a ban on adviser charging in connection with workplace pensions following discussion with the Financial Conduct Authority.
Hargreaves Lansdown has revealed the details of its new clean pricing deals from leading fund groups including M&G, Newton and Schroders.
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.
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.
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.
Those with the Certified Financial Planner (CFP) certification generate higher revenues and profits for firms than those without it, according to a poll.
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