Author profile
Investing in the profession
Phil Ralli of Aviva platform & pension marketing explains why IFAs should be chasing HNW clients.
27 April 2011
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Investing in the profession
Neil MacGillivray of James Hay Partnership explains how to advise on the new pension legislation in the most tax efficient way.
27 April 2011
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Regulation
Daniel Harrison, senior partner at True Potential, outlines why he believes pressures on networks are mounting ahead of RDR implementation…
27 April 2011
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Wrap/platforms
Mark Loosmore of AT8 Group meets Geoff Davey, creator of the FinaMetrica Psychometric Risk Profiling system.
27 April 2011
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Your profession
Don’t think you have a target market? You do. Business consultant Steve Billingham explains how to find it…
27 April 2011
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Your profession
David Hesketh, group M&A manager at Perspective Financial Group, unravels the myths about what happens to clients, staff and stakeholders after a business has been acquired.
21 April 2011
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Your profession
Business consultant Steve Billingham outlines how to get members of staff as passionate about your business as you are
21 April 2011
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Your profession
Openwork CEO Martin Davis on why the FSA was right to highlight network weaknesses
21 April 2011
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Protection
Graham Harvey, managing director of UK individual protection at Friends Life, says relying on state benefits is fast becoming a thing of the past
21 April 2011
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Wrap/platforms
David Ferguson, CEO of Nucleus Financial, wonders whether 31 March will go down as a key date in the history of platforms…David Ferguson, CEO of Nucleus Financial, wonders whether 31 March will go down as a key date in the history of platforms…
20 April 2011
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