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Investing in the profession

Investing in the profession

Unsung IFA heroes #4 Derek Stewart

HEROES

clock 24 May 2012 • 5 min read

Investing in the profession

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

PERSUASIVE

clock 23 May 2012 •

Investing in the profession

Tenet adviser development programme gains CII approval

Tenet has attained Chartered Insurance Institute (CII) approval for its adviser development programme, meaning the scheme will now be eligible for Continuing Professional Development (CPD) points.

clock 16 May 2012 •

Investing in the profession

Billingham moves on from Threesixty

Phil Billingham has stepped down from his role as head of business consultancy at Threesixty, although he will continue to work with the support services provider.

clock 08 May 2012 •

Investing in the profession

New IFA quality mark launched

The British Standards Institute (BSI) has launched a new standard for financial advice that it hopes will boost consumer confidence.

clock 08 May 2012 •

Investing in the profession

Towry plans 30% expansion of Leeds office

Towry Law is to recruit ex-bank advisers and upscale wealth managers following the Retail Distribution Review (RDR), according to its chief executive.

clock 01 May 2012 •

RDR

FSA: 30-month rule applies to RDR requirements

The Financial Services Authority (FSA) has confirmed that the 30-month rule applies to most Retail Distribution Review (RDR) activities.

clock 01 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

Things clients say #6

NO TRUST

clock 19 April 2012 •

Your profession

Moral dilemmas: How to deal with tricky client requests

DILEMMA

clock 19 April 2012 • 5 min read
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