Better Business

This week we look at two firms associated with Raymond James; Yellowtail Financial Planning and Stockdale Asset Management.

Employers and employees must open their eyes to the challenges they face before auto-enrolment is introduced in 2012.

The Institute of Financial Planning (IFP) will hold pilot paraplanning examinations in the next month as the professional body prepares to roll out the country's first level four qualification for paraplanners.

Clive Waller, managing director of CWC Research, discusses the contentious issue of platform charging.

Richard Howells, intermediary sales director at Zurich UK Life, says advisers need to start considering their post-RDR business plans now to steer clear of future strategic problems.

Brett Davidson, chief executive of FP Advance, says client segmentation can improve customer service and your business's bottom line

AT8 Group's Mark Loosmore looks at how LRH Wealth Management is helping its clients meet their investment goals.

Matt Ward, wealth management consultant at Defaqto, on how IFAs have responded to the FSA's SIPP review.

Patrick Reeve, managing partner of Albion Ventures, says VCTs have become the default tax planning investment for higher earners.

Julie Wycherley of Broadway Financial Planning made the unusual move from agriculture to paraplanning.