In part one of a new series examining the FSA's professionalism rules, Perspective Financial Group's Julie Hepworth explains how to meet the FSA's annual CPD requirements - and how to keep a record of what you have done.
Patrick Reeve, managing partner of Albion Ventures, explains why private equity VCTs are a good option for income seekers.
Mark Loosmore of AT8 Group reviews platform comparison tools.
Barclays Capital Fund Solutions, the asset management business of Barclays Capital, is broadening its product offering with the launch of a structured OEIC linked to the performance of the FTSE 100.
Barclays Wealth has launched a new edition of its Growthbuilder for investors looking for added returns in a low growth environment.
Fund of funds experienced record net retail sales figures last year. Gary Potter, co-head of Thames River Multi-Capital, explains why...
Matt Anderson, author of Fearless Referrals, lists the eight things it takes to get clients to refer you to their friends and family.
In the third of a six part series on business protection, Maria Merricks examines the tools available to help advisers enter the market
Aviva has unveiled its protection TV advertising campaign. Is this the chink of light that the industry needs to maximise consumer awareness and engagement, and will it prompt further moves by insurers either individually or collectively?
A client who owns a four-man window fitting company has asked me to organise business protection for him. This is not an area I'm familiar with, so as a complete beginner how do I go about evaluating the amount I should be protecting him for?