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FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

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Your profession

Pensions

Adviser insight: Sustainability of retirement income

Adviser insight: Sustainability of retirement income

clock 29 April 2015 •

Asset Allocation

Quick fire quiz: Five questions to ask hopeful DFM partners

Five questions to ask hopeful DFM partners

clock 29 April 2015 •

Your profession

Entries now open for Gold Standard Awards 2015

Does your firm 'wow' clients with its customer service? Do you take your social responsibility as seriously as your advice? Then Professional Adviser is pleased to welcome you to enter our Gold Standard Awards 2015.

clock 29 April 2015 •

Regulation

Barclays sets aside extra £800m for forex-rigging probe

Barclays has set aside an extra £800m to cover the costs of a probe into foreign exchange rate-rigging, its latest results reveal.

clock 29 April 2015 •

Your profession

Brooks Macdonald FUM tops £7bn mark in Q1

Brooks Macdonald has seen an increase in its funds under management over its financial third quarter, driven by new discretionary business.

clock 29 April 2015 •

Regulation

FSCS levy shock: SIPP claims could lead to extra bill for all firms

All advisory firms face the prospect of an interim levy from the Financial Services Compensation Scheme (FSCS) in 2015-2016 following a swell of claims related to self-invested personal pensions (SIPPs).

clock 28 April 2015 •

Regulation

Call to end 'pandering to the wealthy' one-size fits all adviser charging

Single out what clients actually want and only charge for that, rather than 'pandering to the wealthy' with expensive packaged bank account-style add-ons, an advice firm has said, as it launched its 'manifesto' for the coming years.

clock 27 April 2015 •

Regulation

Five unintended consequences of pensions freedom...and how to deal with them

Five unintended consequences of pensions freedom

clock 27 April 2015 •

Tax Planning

HMRC scoops extra £11m as team targets wealth up-and-comers

A clampdown on suspected tax avoidance among taxpayers with rapidly rising wealth has netted HMRC an extra £11.5m since it began targeting the group in 2012, according to calculations.

clock 27 April 2015 •

Charging

Live debate: Fixed fees v percentage charging - a balanced view

Does a percentage-of-assets adviser fee model encourage contingent charging? Do fixed fees represent the ‘modern, professional way' to charge?

clock 27 April 2015 •
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