The Institute of Financial Planning (IFP) has launched an online learning programme designed to help advisers fill any knowledge gaps they may have ahead of the Retail Distribution Review (RDR).
IFA services provider Tenet is offering all advisers interest-free loans to cover the cost of meeting new minimum qualification requirements ahead of the Retail Distribution Review (RDR).
No products, no intermediation and just £85 per hour. Has Simonne Gnessen, founder of Wise Monkey Financial Coaching, found a profitable way for IFAs to cater for the mass market? Rahul Odedra investigates...
Old Mill is launching a training scheme for young people interested in a career in financial planning or accountancy and looking for an alternative route to university.
With the government announcing its latest ‘enterprise zones', unbiased.co.uk has put together some top tips with the help of its expert panel of professional advisers to help people set up successful businesses...
Paul Thompson, tax & estate planning consultant at Canada Life, explains how a Discounted Gift Trust can be a highly IHT-efficient planning tool.
Advisers are now largely clear on what they need to do to meet the requirements of the Retail Distribution Review (RDR) from 1 January 2013. However, there are still a few queries arising, particularly regarding less conventional scenarios. The Personal...
Will Goodhart, chief executive of the CFA Society of the UK, explains why there is more to belonging to an industry body than professional accreditation.
The New Model Business Academy (NMBA) and consultancy firm New Adviser have launched a ‘fast track'programme to help advisers meet the RDR requirements in the 500 days left until 1 January 2013.
Nothing however beats learning about how these solutions are used in real life so we have taken a few weeks out to speak to the networks and service providers about the problems they are trying to solve and the best solutions they have found, including...