How important are paraplanners to a firm's survival? "Well", Plutus Wealth Management's partner Robert Forbes says, "how important is food to my survival?"
It is refreshing - and rare - to hear a financial adviser so enthused by anything the FSA is planning...
Ann Dempster, managing director of Plum Software, looks at how advisers can attract new business in a changing environment...
As part of a series for Professional Adviser, AT8 Group's Mark Loosmore is interviewing a number of distributors on how they are using IT to improve their businesses. This week: Geoff Swaby, IT director at Honister Capital Partners...
Don't sell your business now, FP Advance's Brett Davidson says, but it is wise to plan ahead...
Bob Bullivant, CEO of Annuity Direct, says the large 'Harry Houdini' providers are avoiding the open market option and IFAs are the only people qualified to advise on retirement planning...
Richard Ross discusses the role technology can play in increasing take up of the open market option
Income protection sales still lag behind other types of insurance. Ed Stuart-Brown and Colin Micklewright talk to Scott Sinclair, news editor at IFA-Online, to discuss why
Colin Bell discusses the findings of the Retirement Planner at-retirement research