Tennis, 'mom and pop shops' and a nod to Winston Churchill. The very best quotes from the IFP Conference 2010.
Matt Anderson, founder of Chicago-based The Referral Authority, on how to ask clients for a referral...and how not to.
Financial planners must outsource their investment decisions instead of trying to achieve the 'mission improbable' of beating the market, according to legendary investment consultant Charles Ellis.
Firms can 'make a judgement' about when pure protection services are associated with investment advice as the FSA settles on a more relaxed disclosure regime under COBS.
Network giant Sesame is checking on average more than double the amount of new business compared to a year ago as it adapts to a "more intensive" regulatory environment.
As much as £1.5bn in unpaid taxes could be written off by HMRC as a number of cases are more than two years old and could be open to legal challenge by taxpayers.
Legendary investor and Berkshire Hathaway CEO Warren Buffett has kept his place as the US's second wealthiest person according to Forbes magazine.
Former SimplyBiz managing director Ian Thorneycroft was posthumously awarded a 'significant contribution' gong at the Personal Finance Society (PFS) annual conference this week.
A drop in consumer sentiment ruined a bright start on the Dow Jones in morning US trading on Friday, the index dropping into the red after an initial 0.35% spurt.
Paradigm Norton expects to make further acquisitions in the coming months after buying one financial planning business and taking a majority stake in another.