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Investing in the profession

Investing in the profession

VIDEO: Financial life planning explained in 95 seconds

In a new video, Serenity Financial Planning explains the concept of financial life planning to consumers.

clock 01 July 2011 •

Investing in the profession

How to classify clients using psychometrics

Paul Resnik, director and co-founder of FinaMetrica, says planners must ensure they have a proper understanding of their clients' risk tolerance before providing advice.

clock 30 June 2011 •

Investing in the profession

From the Editor: Could IFAs influence the new regulator?

This week, more details were published about the new look regulator post the split-up of the FSA.

clock 30 June 2011 •

Investment

Tech review: A closer look at Selectapension

Mark Loosmore of AT8 Group looks at pension transfer offerings from Selectapension, including a specific QROPS analyis tool.

clock 30 June 2011 •

Investing in the profession

AWD Chase de Vere prepares for first Adviser Academy intake

AWD Chase de Vere will next week welcome the first batch of recruits to its Adviser Academy, aiming to turn them into independent financial advisers (IFA) within two years.

clock 27 June 2011 •

Investing in the profession

A journey: From footballer to IFA

Pro footballer and qualified IFA David Rowson talks to Laura Miller about juggling his commitments and planning ahead.

clock 23 June 2011 •

Wrap/platforms

How platforms can help advisers pre and post RDR

Fidelity International's Julian Webb says platforms can go beyond merely helping advisers ease the regulatory burden of RDR.

clock 23 June 2011 •

Adviser tips

How to spot a poisonous client

Clients come in all shapes and sizes but, as Heath Reidy discovered, it might be wise to keep an eye out for the following...

clock 23 June 2011 •

Investing in the profession

IFP Certificate in Paraplanning recognised by CII

The Institute of Financial Planning (IFP) has confirmed its Certificate in Paraplanning has been recognised under the Chartered Insurance Institute (CII) qualifications framework.

clock 22 June 2011 •

Investing in the profession

What is the Retail Distribution Review?

Karen Barrett, chief executive of Unbiased.co.uk, tells the BBC what consumers can expect from upcoming changes in the financial advice sector...

clock 22 June 2011 •
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