Opinion

        Mark Polson: Why I'm voting no

        Professional Adviser | 17 Sep 2014 | 10:19

        Mark Polson may very well suit up for a truly independent Scotland, but, he writes, true independence isn't quite what Scots are being offered...

        mark-polson
        andrew-leggett

        Here we go again… What did we learn from the third SIPP thematic review?

        Again? Really? Andy Leggett looks at the findings of the third FCA thematic review of the SIPP business…

        Professional Adviser | 16 Sep 2014 | 10:59
        paul-resnik

        A suitable portfolio is...

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

        Professional Adviser | 15 Sep 2014 | 11:00

    Other Opinion articles

      paul-resnik

      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
      brendan-llewellyn

      Armchair Critic: How to network (properly)

      Our Armchair Critic Brendan Llewellyn suggests nothing - not even the rise of social media - can top the time-honoured ways of networking...

      Professional Adviser | 05 Sep 2014 | 12:27
      abraham

      Investment Committee Insider: Three top portfolio mistakes

      Unfortunately, argues Abraham Okusanya, the three areas where advisers tend to falter running investment portfolios are the same areas where they can demonstrably add value...

      Professional Adviser | 03 Sep 2014 | 12:13
      buysell buttons

      Seven golden rules to buying an IFA practice

      Acquisition may be a fast track to business growth, but it can also be the highway to ruin. Following consultant Harrison Spence's seven easy steps could save you a lot of money and anguish.

      Professional Adviser | 03 Sep 2014 | 10:44
      barrett-kim

      Facing RDR: One adviser's story coaxing clients to fees

      Adviser Kim Barrett has contacted more than 440 commission-paying clients to discuss moving to the firm's fee-based wealth service. What do you imagine the sign-up rate has been?

      Professional Adviser | 02 Sep 2014 | 11:12
      investment-quorum

      Guest editor Lee Robertson: From clumsy beginnings...

      Lee Robertson, guest editor for Professional Adviser this week, looks back on a quarter of a century in financial services...

      Professional Adviser | 01 Sep 2014 | 11:29
      dsc6894

      Money and writing news: What I've learnt in four days

      Professional Adviser asked Ryan Butcher, a 16-year-old on work experience and with dreams of working in journalism, to share his thoughts from a week (a Bank Holiday 'week', admittedly) on the PA reporting team...

      Professional Adviser | 29 Aug 2014 | 15:36
      llewellyn2

      Armchair Critic: I want an IFA who knows whose money it is

      If our Armchair Critic Brendan Llewellyn were in the market for a financial adviser, what would he look for and how would he go about finding it?

      Professional Adviser | 28 Aug 2014 | 12:01
      andy-james-towry

      To defer or not to defer; the state pension dilemma

      As more individuals choose to work beyond the state pension age, Andy James weighs up the options for those approaching retirement.

      Professional Adviser | 26 Aug 2014 | 12:35
      mark-polson

      Mark Polson: The hell with strategy and 'big picture' - find what matters

      You might think listening to tousle-haired 'strategists' will bring you success, but, writes Mark Polson, sometimes you simply have to find the little things...

      Professional Adviser | 21 Aug 2014 | 10:27
      trenner-david-cutoutweb

      Blog: Why DB transfers always warrant independent advice

      From April next year DB transfers will be subject to mandatory financial advice. But David Trenner thinks trustees should insist on it immediately.

      Professional Adviser | 20 Aug 2014 | 14:44
      warning-sign

      Beware Tony Tyre Kicker: Avoid these buyers when selling your business

      Selling your business can be a daunting process and there are plenty of obstacles that can trip you up on the way. Merger and acquisition specialist Retiring IFA founder Stephen Hagues explains which buyers to give a wide berth...

      Professional Adviser | 20 Aug 2014 | 10:33
      brendan-llewellyn

      Armchair Critic: Why we need to rethink what 'retirement' means

      Most of our ideas about retirement need to be… retired, writes Brendan Llewellyn.

      Professional Adviser | 18 Aug 2014 | 10:11
      bradbury-sheriar-2

      Sheriar Bradbury: Why aren't IFAs heard?

      The advice profession needs a strong, unified voice in order to get a 'seat at the top table' of financial services, writes adviser Sheriar Bradbury...

      Professional Adviser | 15 Aug 2014 | 11:25
      scott-sinclair

      The 34-year-old man who crawled out of bed and very nearly cycled 100 miles

      A few months ago, Professional Adviser editor Scott Sinclair signed up to represent Team Prudential in the RideLondon-Surrey 100 cycle ride, which took place on 10 August. Was he ready? Of course he wasn't. And here's what happened...

      Professional Adviser | 13 Aug 2014 | 14:13
      abraham

      Investment Committee Insider: Good (and bad) adviser benchmarks for client portfolios

      Abraham Okusanya examines the adviser conundrum of benchmarking client portfolios...

      Professional Adviser | 12 Aug 2014 | 10:40
      paul-resnik

      The questions that can skew a risk tolerance reading

      Many advisers need to change their view on what constitutes risk tolerance, argues Paul Resnik...

      Professional Adviser | 04 Aug 2014 | 15:48

Markets

Poll

    Should pension providers who withdraw from or fail to participate in auto-enrolment be fined?