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Your profession

Regulation

Simplified advice: Homegrown solutions to the lower value client problem

Homegrown solutions to the lower value client problem

clock 28 May 2014 •

Your profession

How to transform bank advisers to suit your business

What are the benefits and risks of taking on ex-bank advisers?

clock 28 May 2014 • 7 min read

Your profession

Sants introduces church 'advice' scheme for those in financial distress

Hector Sants, who headed the Financial Services Authority (FSA) for five years, has introduced a Church of England 'advice' scheme aimed at helping those in "financial distress".

clock 28 May 2014 •

Your profession

Brewin Dolphin profits surge in H1 but advisory arm sees £1bn outflow

Wealth manager Brewin Dolphin reported profits surged in the half year to March, although it saw a large outflow from its advisory business.

clock 28 May 2014 •

Regulation

Zurich: FCA must investigate alternative long-stop ideas

Insurer Zurich welcomed the regulator's pledge to re-open the long-stop debate but suggested it should be looking at more options than just a 15-year liability period.

clock 28 May 2014 •

Adviser tips

Lifting the bonnet on model portfolios

Lifting the bonnet on model portfolios

clock 27 May 2014 •

Your profession

Adviser noticeboard (27-30 May)

Our weekly round-up of the key product launches, charging tweaks, people moves and events for financial advisers...

clock 27 May 2014 •

Your profession

Is longevity a growing advice challenge?

People are living longer and longer. Fiona Murphy looks at the facts and what advisers need to consider.

clock 23 May 2014 •

Your profession

All is forgiven G10! Paraplanner Kim Bendall on today's 'flawed' qualifications landscape

All is forgiven G10! A paraplanner's take on today's 'flawed' qualifications landscape

clock 23 May 2014 • 6 min read

Adviser tips

Most IFA owners 'would sell early for right price'

Almost two-thirds of advice firm owners would sell up early for the right price, a poll has found.

clock 23 May 2014 •
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