Investing in the profession

Royal Bank of Scotland's (RBS) advice arm and M&G have joined AIFA as associate members.

Nick Homer, protection proposition manager at Zurich Financial Services, discusses trust planning options.

Advisers will only be able to use unstructured CPD to fill "a minority" of gaps, or less than 25%, in the run-up to RDR.

Matt Anderson of The Referral Authority reveals how you can boost your referral success rate by simply changing your mindset.

The CII has recovered a batch of exam scripts lost by a courier, meaning 35 candidates will not have to re-sit the paper.

As part of our Investing in the Profession initiative, we put your burning questions to Steve Jenkins, director of financial markets at the CII.

As the second generation iPad and a raft of rival devices continue to find their way into businesses and homes around the country, Rahul Odedra finds out if IFAs really need a tablet…

Paul Thompson, tax & estate planning consultant at Canada Life, on why the order of steps taken to mitigate your clients' inheritance tax (IHT) liability are so important...

The CII has apologised after losing 35 test papers of candidates sitting one of its exams, meaning they may have to re-sit the module.

Certified Financial Planners (CFP) will have access to gap-fill sessions in nationwide events organised by the Institute of Financial Planning (IFP).