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Your profession

Adviser tips

The adviser who records all client encounters

The adviser who records all client encounters

clock 09 April 2015 •

Your profession

Sesame to cover fees and trail commission for advisers joining Bankhall

Network Sesame has pledged to cover investment advisers' regulatory fees and trail commission arrangements as part of a benefits package for those going down its 'preferred route'.

clock 08 April 2015 •

Adviser tips

Protect yourself: Reducing the risk of professional indemnity claims

Reducing the risk of professional indemnity claims

clock 08 April 2015 •

Your profession

Adviser noticeboard: This week's events, hires (and a joke)

This week's events, hires (and a joke)

clock 07 April 2015 •

Regulation

Pension provider capacity crunch fears 'well-founded' - PwC

Fears pension providers will struggle under huge inflows of customer requests come 6 April are "well-founded" as too little has been done to address communication processes, according to PwC.

clock 05 April 2015 •

Adviser tips

Exit plan: Why selling up doesn't have to be the end of an advice career

Selling up doesn’t have to be the end of your advice career

clock 02 April 2015 •

TCF

Phoenix Life reviews pension fund pricing after life product blunder

Phoenix Life is reviewing the pricing of the majority of its pension funds after a rounding anomaly in some of its life products was pointed out by a retired IFA.

clock 02 April 2015 •

Your profession

Consolidator AFH buys IFA firm in £460k deal

IFA consolidation business AFH has bought Clarendon Financial Solutions for £461,000.

clock 02 April 2015 •

Investing in the profession

Almary Green continues expansion with advice firm buyout

Chartered IFA firm Almary Green has bought out Jones Financial Planning for an undisclosed sum.

clock 01 April 2015 •

Regulation

Trail commission still relied on by 93% of advisers

Trail commission is still important to the income of almost all advisers, according to research by software provider Intelliflo, despite the looming deadline that will see the payment method switched off for many of their clients.

clock 01 April 2015 •
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