Better Business

"I surprised myself. I told my son ‘you should think about becoming an IFA'."

This week, AT8's Mark Loosmore sums up the key lessons learnt from visiting 15 firms.

Simon Fitton, partner at Baxter Fensham, on what it means to be a truly fee-based IFA.

Advisers must balance the need to provide the right advice with staying on the correct side of the risk and legal framework, writes Julie Darlington, director of regulation at 2plan Wealth Management.

Ed Dymott, head of UK fund partners at Fidelity International, says the fund distribution industry needs to remember disclosure and transparency are not the same thing.

David Glick, director of Edge Investment Management, says investing in the glamorous world of football transfers is a new way of mitigating inheritance tax liabilities.

Andrew Neville, mid-cap specialist at RCM, the equity manager of Allianz Global Investors, explores the asset class.

Wayne Vernon is a paraplanner at The Private Office, an appointed representative of AWD Chase De Vere. He says, while others dreamed of being astronauts, he knew he wanted to work in financial advice…

David Ferguson, CEO of Nucleus, assesses recent moves by wraps and platforms to clarify their pricing structures.

Bryce Sanders, president of Perceptive Business Solutions, looks at how to keep in favour with potential clients.