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Author profile

Maria Merricks

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Articles by Maria Merricks

Adviser tips

Good karma: The benefits of advisers acting as introducers

There are many good reasons for introducing clients to other advisers - however counterintuitive it may seem

clock 14 March 2014 •

Regulation

Inducements: Separating right from wrong

How to stay on the right side of the regulator

clock 14 March 2014 •

Estate planning

Advising on intestacy: How to best help the one left behind

How to advise the spouse of a client who has died intestate

clock 07 March 2014 •

Adviser tips

Adviser Masterclass: Maintaining risk profiles in changing market conditions

Maintaining risk profiles in changing market conditions

clock 07 March 2014 •

Pensions

Advisers have a 'huge role to play' in SME auto-enrolment compliance

As SMEs hit their staging dates, they need the right people on their side

clock 07 March 2014 •

Adviser tips

Micro-networks: Nine reasons to take part in best practice clubs

Nine benefits of best practice clubs

clock 07 March 2014 •

Regulation

Regulation round-up: Pension charges; consumer rights and inducement rules

Our monthly update on the key regulatory events of the past few weeks

clock 28 February 2014 •

Wrap/platforms

Why platform due dilligence is not about the price tag

Price should be the last factor to consider when it comes to platform due diligence

clock 28 February 2014 •

Adviser tips

Adviser Masterclass: How to conduct the perfect client seminar

We uncover the secrets of successful seminars

clock 28 February 2014 •

Protection

Better the devil you know? How to combat problematic client inertia

Client inertia is a powerful problem in financial services, according to L&G

clock 25 February 2014 •
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