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Adviser tips

Tax Planning

Lifetime gifts: Have you heard of the 14-year effect?

TAX PLANNING

clock 24 May 2012 •

Investing in the profession

The Outperformance Series (#1): How to be truly persuasive

PERSUASIVE

clock 23 May 2012 •

Investing in the profession

The Outperformance Series (#3): How to write a client presentation

CLIENT HELP

clock 26 April 2012 •

Investing in the profession

The Outperformance Series (#4): Make the most of time with clients

STAND OUT

clock 19 March 2012 •

Your profession

Making a clean break

Thinking of selling your business? Antoinette Duffin, head of capital reward plus & practice buyout at SimplyBiz, explains the benefits of using a third party practice buyout specialist.

clock 15 March 2012 •

RDR

Independence still priority as advisers eschew retirement

The overwhelming majority of advisers using platforms are still aiming to remain independent after the implementation of the retail distribution review (RDR), with only a handful looking to retire, it has been suggested.

clock 23 January 2012 •

RDR

AIC draws up seven-step RDR action plan

The Association of Investment Companies (AIC) has devised a seven-step guide for advisers to help them prepare for the retail distribution review (RDR).

clock 23 January 2012 •

Adviser tips

Cost cuts: Five ways to streamline your business

With markets and regulators putting fresh pressure on firms, Professional Adviser asked advisers how to run a tight ship without compromising revenues.

clock 10 November 2011 •

Adviser tips

It was the perfect client meeting, until...

I've been charging fees since the 90s, but I'm still learning...

clock 22 September 2011 •

Adviser tips

Three (large) firms eyeing simplified advice

Last week, the FSA (finally) produced guidance for firms considering launching a simplified advice proposition.

clock 20 September 2011 •
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