Brett Davidson of FP Advance explains why educating clients on their financial needs can improve relationships and help your business run more effectively.
IFAs can add value by advising clients on exiting with-profits funds, writes Michelle Cracknell, strategy director at Skandia.
Despite rumours that Home of Choice (HOC) had gone into administration last week after the failure of acquisition talks, an 11th hour statement by chief executive officer Gerry O'Brien suggests that the business could still be saved.
Paul Burgin explains how to scrutinise the platform market.
As more and more advisers opt to use wraps, Samantha Downes looks at how the platform will transform business post RDR
Phil Melville and Jean McIntyre, directors at Argyle Financial Group Limited, explain how they integrated platforms into their business.
Kira Nickerson finds out the best way to move from one platform to another
David Ferguson, CEO of Nucleus, looks at the implications of the FSA’s latest platform discussion paper.
As investors look to more esoteric investments in a bid to deliver strong growth, Mary Stewart looks at the need for true due diligence