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Your profession

Adviser tips

Secret of my success: Advisers share their best marketing secrets

MARKETING

clock 21 November 2013 • 3 min read

Tax Planning

Maximising returns for your HNW clients

Tax-advantaged schemes for HNW clients deserve investigation

clock 21 November 2013 •

Your profession

Six ways to defend your fees when clients haggle

CHARGING

clock 21 November 2013 •

Your profession

Zurich reaps $1bn on New China Life sale

Insurer Zurich has made close to $1bn from the sale of its stake in Chinese insurer New China Life (NCI).

clock 21 November 2013 •

Your profession

Personal Touch unveils provider list in panel revamp

Personal Touch Financial Services has named the platforms, providers and panels that it has selected for use in its consumer-led wealth management strategy.

clock 20 November 2013 •

Regulation

FCA shuts down suspected boiler room scam

A suspected boiler room has had an unlimited worldwide asset freezing order placed upon it by the Financial Conduct Authority (FCA) after a High Court judge agreed that First Capital Wealth Limited (FCW) posed a serious risk to consumers.

clock 19 November 2013 •

Your profession

OFT probes IRESS-Avelo deal

The Office of Fair Trading (OFT) is investigating whether the merger of adviser technology provider Avelo and Australian data and software provider IRESS is hindering competition in the market.

clock 19 November 2013 •

Investment

On-line Partnership group acquired by Russell Investments

IFA network On-line Partnership group has been acquired by US-based asset manager Russell Investments.

clock 19 November 2013 •

Investment

Auto-enrolment: How to get employers' attention (and what to do next)

EXCUSE ME

clock 19 November 2013 •

Investment

Two advisers' tips for setting auto-enrolment advice charges

HOW AND WHY

clock 19 November 2013 •
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