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Your profession

Technology

Bold and brilliant adviser websites: Think yours is one of them?

Professional Adviser is on the look-out for bold and brilliant adviser websites. Does yours deserve our attention?

clock 30 June 2015 •

Adviser tips

Super-safe suitability reports: How to get it right

Top tips for completing super-safe suitability reports

clock 30 June 2015 •

Investment Trusts

Concerns raised over alternative income vehicles' disclosure

Concerns are being raised over the disclosure policies of some specialist investment trusts as investors continue to pile into alternative assets.

clock 30 June 2015 • 3 min read

Pensions

Five absurd pension stats worth sharing with clients

Five absurd pension stats worth sharing with clients

clock 30 June 2015 • 2 min read

Your profession

Armchair Critic: Why providers must rise to the John Lewis challenge

Why providers must rise to the John Lewis challenge

clock 29 June 2015 •

Wrap/platforms

Functionality and cost most important in 'increasingly sticky' platform market

Functionality and cost remain the only real drivers behind advisers wanting to switch platforms in an otherwise increasingly ‘sticky' market, a survey has found.

clock 26 June 2015 •

Regulation

FCA takes inspiration from car window stickers on advice fees disclosure

The Financial Conduct Authority (FCA) has taken inspiration from an unusual source as it seeks to help advice firms communicate their services and charges clearly - a window sticker that has appeared on all new cars sold in the US since 2008.

clock 25 June 2015 • 2 min read

Adviser tips

Risk profilers: Which are the best?

Which are the best risk profiling tools?

clock 24 June 2015 •

Regulation

FCA defends adviser levy as it confirms £75m bill for 2015-2016

The Financial Conduct Authority (FCA) has defended the methods it uses to calculate advisers' contribution to its annual costs as fair and proportionate, as it confirmed a 10% hike for firms for 2015-2016.

clock 23 June 2015 • 3 min read

Your profession

Network Openwork in financial planning tie up with building society

Openwork has done a deal with Dudley Building Society (DBS) that will see customers of the lender introduced to the network's financial planners.

clock 23 June 2015 •
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