Julie Hepworth, group regulatory manager at Perspective Financial Group, offers tips on how to complete your ‘gap-fill' obligations.
Stephen Hagues, managing director of business brokers Retiring IFA, assesses whether now is the time to sell your firm.
Joel Turland, managing director of T&C software supplier Redland, explains the importance of having good training and competency schemes in place.
David Hesketh, group M&A manager at Perspective Financial Group, unravels the misconceptions about selling your business.
Outsourcing investment decisions has become a popular trend in the run up to RDR. Yet plenty of advisers are eager to keep control of this part of their business.
Skandia's Jeremy Mugridge explains how segmenting your proposition can help you choose the most suitable platforms for your clients.
David Muncaster, director of intermediary clients at Close Asset Management, says the lack of clarity around gap-filling is leaving many advisers confused.
Nick Eatock, chief executive of IntelliFlo, explains the basics of the company's software solution, Intelligent Office.
Julian Webb, head of UK DC and platform sales at Fidelity International, explains the power of social networking
Julian Thomas, head of product development at LVAM, looks at possible fund charging structures in a post-RDR world.