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Investing in the profession

Regulation

FSA set to award accredited status to two more bodies

The FSA is consulting with the industry on whether to include the Institute of Chartered Accountants in England and Wales and the Pensions Management Institute as accredited bodies.

clock 10 November 2011 •

Technology

Word to the wise: Why it's time you started blogging

Blogging can be a great way to promote your services. Maria Merricks takes a closer look at the latest trend in generating new business.

clock 10 November 2011 •

Investing in the profession

CII follows IFP with paraplanner qualification launch

The Chartered Insurance Institute (CII) is to introduce a Level 4 Certificate in Paraplanning, following in the footsteps of the Institute of Financial Planning (IFP), which launched a similar qualification last year.

clock 09 November 2011 •

Investing in the profession

Gap-fill test: Understanding the main asset classes

Welcome ye reader of Professional Adviser magazine

clock 01 November 2011 •

Investment

Five things your clients will call you about this week

Looking back at the weekend's national newspapers, your clients may have picked up on reports into unregulated investments, wills and pension fund fees...

clock 24 October 2011 •

Investing in the profession

Bigger isn't always better

Why a platform should be judged on more than just AUM

clock 20 October 2011 •

Wrap/platforms

Platforms: How to get the most out of... Skandia

The latest part of our popular series examining those little known features on your favourite platform

clock 20 October 2011 •

Regulation

Advisers demand clarity on UCIS as FSA mulls exam route

The FSA is under pressure from advisers to explain how they can become better qualified to recommend unregulated collective investment schemes (UCIS), and avoid falling foul of the regulator's rules on their use.

clock 13 October 2011 •

Investing in the profession

How to beat RDR six-love: A practical guide to customer risk profiling

In the fourth of a six-part series on preparing for RDR, Bruce Moss, strategy director at Advisa Centa, offers some advice on determining your clients' attitude to risk.

clock 13 October 2011 •

Technology

Milestone as IFA uploads 150th client educational video

Chartered financial planner Pete Matthew has marked the occasion of recording his 150th educational video for consumers by re-designing his website, Meaningful Money.

clock 10 October 2011 •
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