Adviser tips

Sandringham Financial Partners, the national advisory business, has signed up as a partner of the New Model Business Academy (NMBA) to invest in not-for-profit training and development.

INDEPENDENCE

INCENTIVES

UNUSUAL CASES

Advisers need to look at the product first and the client second when they are doing due diligence to meet the "very high" standards the Financial Services Authority (FSA) expects, according to Regulatory Legal, a law firm specialising in financial services...

SOCIAL MEDIA

SOCIAL CLUB

PRICEY

With a little help from a decades-old theory, Caspar Rock, CIO at Architas, assesses the very real differences between client risk appetite and capacity for loss

CLIENT BASE