Investing in the profession

A Bluefin financial planner and the Personal Finance Society are developing a board game to introduce teenagers to the adviser profession as a career choice.

With radical pension change less than a year away, Julian Webb, head of platform sales and DC business at Fidelity International, looks at the implications for advisers.

Mark Loosmore of AT8 Group looks at the latest developments of Morningstar's Adviser Workstation research and planning solution

As the Institute of Financial Planning hosted its first ever Paraplanner conference this week, Rahul Odedra took a closer look at how the adviser/paraplanner relationship works at IFA Informed Choice...

Julie Hepworth, group regulatory manager at Perspective Financial Group, believes identifying your learning style is the best route to achieving Level 4 status.

How much do you know about the average paraplanner and their aspirations?

Life coach Maria Nemeth's top tips for forging, not faking, trust-based client relationships in less than the time it takes to make a cup of coffee.

Roderic Rennison, director of consultancy The Ideas Lab, slices the move to fees into three manageable chunks.

Stephen Gay, director general of the Association of Independent Financial Advisers (AIFA), has said poor performance is all IFAs deserve from their trade body unless they start funding it properly.

Tenet has launched a mentoring service to help guide advisers through their RDR qualifications.