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Your profession

Your profession

Up, up, up: Adviser profitability, client assets and confidence all rising

Business is booming for advisers, according to a poll that signals increasing profitability and confidence in the sector two years after the rule change doomsayers said would herald its demise.

clock 17 July 2015 •

Technology

Robo-advice: Why resistance is futile

Why resistance is futile

clock 17 July 2015 • 5 min read

Regulation

Advisers don't need to see every client every year - Prudential's Harrison

Advisers should tailor their ongoing services to their clients and don't need to see all of them annually to satisfy an unwritten rule about treating active customers fairly, Prudential head of business consultancy Paul Harrison has said.

clock 17 July 2015 •

Technology

Advisers must harness robo-advice and 'make it work for them'

Harness robo-advice and make it work for you, writes Andrew Storey

clock 15 July 2015 •

Regulation

High-pressure sales: The changing face of boiler room 'scams'

The changing face of boiler room 'scams'

clock 15 July 2015 •

Technology

The best adviser websites: 25 contenders

The best adviser websites: 25 contenders

clock 15 July 2015 •

Your profession

Sandringham Financial Partners names Tim Sargisson CEO

Sandringham Financial Partners has appointed former IFG Financial Services CEO Tim Sargisson as chief executive.

clock 14 July 2015 •

Regulation

IFA wins 'distress payment' from Phoenix for complaint handling delay

Phoenix Life has been ordered to pay an adviser redress after the Financial Ombudsman Service (FOS) found it had not responded quickly enough to his complaint.

clock 14 July 2015 •

Your profession

Foundations of effective marketing

clock 13 July 2015 • 3 min read

Your profession

Adviser noticeboard: Post-it note size stuff for IFAs and paraplanners

Post-it note size stuff for IFAs and paraplanners

clock 12 July 2015 • 2 min read
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