Banker's Umbrella: Stop being afraid and start building business from social

        Professional Adviser | 21 Nov 2014 | 10:36

        In the first of a new column for Professional Adviser, the quasi-mysterious Banker's Umbrella attempts to comprehend some firms' stance on social media and explains why they cannot afford to stay away...


        Killjoy? Why the FCA’s inducement crackdown is going too far

        Compliance departments are getting incredibly twitchy about all kinds of entertainment, writes Derek Bradley...

        Professional Adviser | 13 Nov 2014 | 15:15
        Men shaking hands

        People power: Nine tips for recruiting and retaining good advisers

        Financial planning firm principal Jason Ransted offers his tips for growing a happy and healthy advisory team...

        Professional Adviser | 13 Nov 2014 | 10:19

    Other Opinion articles


      Blog: The problem with pensions

      With the Budget freedoms raising concerns about what savers will do with their money, and the state pension still returning a 'paltry sum', David Brooks assesses potential solutions...

      Professional Adviser | 12 Nov 2014 | 12:07

      Mark Polson: The products already exist, now let's guide retirees

      What retirement product providers absolutely must not do (but inevitably will) in the wake of the pension freedoms is look at which shiny new products they can bring to market, writes Mark Polson...

      Professional Adviser | 05 Nov 2014 | 10:43

      Clients' best friend: What a trip to the vet taught this adviser about financial planning

      One trip to an emergency vet was enough to illustrate to Susan Jordan the often-unknown benefits of financial planning...

      Professional Adviser | 04 Nov 2014 | 10:33

      Blog: Let’s lift the DFM commission cloud

      The DFM commission question needs resolving once and for all, writes Lawrence Cook...

      Professional Adviser | 29 Oct 2014 | 14:46

      Armchair Critic: The destructive dynamic of complexity and regulation

      Transparency is nothing to do with clarity and simplicity, says PA’s Armchair Critic Brendan Llewellyn

      Professional Adviser | 29 Oct 2014 | 13:00

      From the editor: Are we too protective of the word 'advice'?

      Are financial advisers too protective of the word ‘advice'? There is a gap - no, a chasm - between what the public understands as advice (‘Wotsits are way nicer than Discos') and what you and I know it means in the world of financial services.

      Professional Adviser | 23 Oct 2014 | 11:01

      ‘But I don’t like change’: The emotional aspects of deciding whether to outsource

      Outsourcing investment decisions is a tough decision for many advisers, writes Lawrence Cook...

      Professional Adviser | 22 Oct 2014 | 10:20

      Is pension simplification yet another nail in the coffin of advice for less wealthy clients?

      Pension simplification brings choice to all retirees, meaning advice has never been so valuable. But, Sheriar Bradbury writes, advisers just can’t afford to get involved with the less wealthy…

      Professional Adviser | 22 Oct 2014 | 10:19

      Protection Watch… with Kevin Carr (Oct 2014)

      Our protection detective gives his verdict on five key developments in protection in the last month...

      Professional Adviser | 22 Oct 2014 | 10:18

      FCA sets out to bust myths about its rules

      Abraham Okusanya paid a visit to an FCA compliance seminar and discovered a regulator keen to banish, once and for all, some of the misconceptions around its rules...

      Professional Adviser | 22 Oct 2014 | 07:40

      P2P or not P2P: Do SIPPs and peer-to-peer lending mix?

      P2P lending might have captured investors’ attention but utilising it in a SIPP brings a unique set of challenges, writes Andy Leggett

      Professional Adviser | 20 Oct 2014 | 11:31
      scales of justice

      The court case we all thought was a victory for the client

      Towry versus Raymond James was somewhat of a watershed moment in adviser-client relationships, but who really benefited from the verdict? Regulatory lawyer Alex Denny takes a closer look...

      Professional Adviser | 17 Oct 2014 | 13:24

      Mark Polson: The (real) secret to picking platforms

      Why Mark Polson recommends a visit to thetrainline.com if you're really serious about picking a platform all parties will be happy with...

      Professional Adviser | 17 Oct 2014 | 10:40

      Blog: May you live in interesting (retirement) times

      Has the Chancellor brought about pension flexibility or more pension complexity? Neil MacGillivray voices his opinion…

      Professional Adviser | 16 Oct 2014 | 14:18

      Why a pension cashpoint is not around the corner

      Henry Tapper explains why George Osborne’s attempts to ‘sex up’ pensions flexibilities as a ‘Pensions Bank’ are wrong and confusing.

      Professional Adviser | 16 Oct 2014 | 08:03

      From 'give us a quote' to 'what should I do?': How Budget 2014 is transforming client behaviour

      Prior to Budget 2014, most queries to pensions advisory service Portal Financial were for straightforward quotes. How things have changed...

      Professional Adviser | 15 Oct 2014 | 14:09

      Armchair Critic: How I benchmark advisers

      Brendan Llewellyn takes an arms-length look at the financial advice industry. This week: An adviser might have his benchmarks for clients' investment portfolios, but Brendan's got some of his own...

      Professional Adviser | 14 Oct 2014 | 10:58


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