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Better Business

Investing in the profession

PIMS 2011: The secret to securing clients' trust in three minutes

Life coach Maria Nemeth's top tips for forging, not faking, trust-based client relationships in less than the time it takes to make a cup of coffee.

clock 23 May 2011 •

Your profession

PIMS 2011: The 100-point week

Being as productive as you could be? Here is one simple idea to test if you are making the most of your week...

clock 20 May 2011 •

RDR

AXA Wealth tours with RDR assistance for IFAs

The new Professional Edge consultancy service from AXA Wealth will run a series of nationwide IFA seminars and workshops.

clock 05 May 2011 •

Your profession

Video: How to help clients before their own Big Day

We're told there's a Royal Wedding coming up, so we thought it an opportune moment to put together a short video to help you advise any clients preparing for their own Big Day...

clock 27 April 2011 •

Investment

When you can (and can't) recommend UCIS

An IFA has been fined £35k for failures relating to the promotion of unregulated collective investment schemes to clients. So when can (and can't) you recommend UCIS?

clock 15 April 2011 •

Investing in the profession

Professional Adviser launches 'Investing in the Profession'

Professional Adviser, supported by the Chartered Insurance Institute, today launches a new initiative to help advisers achieve and maintain the highest levels of professionalism.

clock 15 April 2011 •

RDR

Should you buy, sell or merge? Three IFAs set out their stall

Maria Merricks talks to three advisers who have adapted their businesses in different ways.

clock 25 March 2011 •

RDR

Which RDR qualifications route is best for you?

Karen Davies, of the National Skills Academy for Financial Services, examines how to negotiate the jungle of RDR options.

clock 25 March 2011 •

Your profession

What can IFAs learn from the healthcare sector?

Advisers who put their clients' needs first will have more successful businesses, writes Ed Dymott, head of UK fund partners at Fidelity International.

clock 17 March 2011 •

TMT

Tech review: 7IM

This week Mark Loosmore of AT8 Group looks at the evolution of 7IM's platform, which uses an open architecture approach to provide greater independence.

clock 10 March 2011 •
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