Investing in the profession

HMRC guidance set to be issued next year on the VAT liability of adviser charging will clarify what the taxman considers 'pure' advice.

Frustrated with your business? Feeling stressed at work? Matt Anderson of The Referral Authority offers some reassuring tips.

Paul Pettitt, managing director of Origo, explains the basics of electronic servicing.

Up to 11 million additional people could seek financial advice if the aims of the retail distribution review (RDR) are explained to them properly, the Chartered Insurance Institute (CII) estimates.

Financial recruitment consultancy BWD has launched an E-learning initiative designed to provide a fast-track route to Level 4 and "engage" advisers turned off by "dull" RO1 course material.

Are you a trustee? Are you confused about what records you should keep? Gerry Brown, technical manager at Prudential, provides the answers.

Mark Loosmore of AT8 Group looks at a financial planning system from the Netherlands that is getting a lot of attention around the globe - namely Figlo.

Chris Kilner of SimplyBiz talks to Maria Merricks about how advisers can go from being an appointed representative to directly authorised.

Prestwood offers two versions of its proposition: Prestwood Professional, which has cashflow planning and back office system functionality; and Truth, its specialist cashflow planning tool.

Consultants and advisers talk to Heath Reidy about how to start a business from scratch,