Thinking about boosting your qualifications up to the dizzy heights of Level 6? Rebecca Jones finds out why, and how, advisers do it.
One of the most contentious requirements of the Retail Distribution Review (RDR) was the Financial Services Authority's (FSA) move to raise the adviser qualification bar to QCF Level 4 as a way to increase...
Keep your paraplanners close
Dominic Sanzari, 26, was an unhappy accountant but now he's an ecstatic associate financial planner. Here he explains how the Succession Wealth graduate programme enabled his dream to become reality
That Friday feeling
Company decision making is rarely rational
Fees 0.1% per annum or £20 per month
First trading loss in five years
After hard year for business
'Being authentic made me credible'