John Moret, director of marketing at Suffolk Life, says sophisticated and widely available tools can help IFAs give good quality and specialist advice on income drawdown.
With low interest rates and an ever increasing number of investors nearing retirement, income products are in high demand...
Matt Ward, wealth management consultant at Defaqto, assesses the threats and opportunities facing the SIPP world...
Veena Patel, paraplanner to Rebecca Taylor at Dunham Financial Services, works from home and rarely meets clients. But could the company function without her?
AT8 Group's Mark Loosmore examines how The Tenet Group uses IT to target the needs of the adviser community.
Brett Davidson, chief executive of FP Advance, says getting people planning and ongoing management right will create an effective business.
Magnus Spence, director at Spence Johnson, says a growing DC market in the UK could open up opportunities for advisers.
In the run-up to RDR implementation, Fraser Donaldson, insight analyst - funds at Defaqto, discusses the options available to firms considering outsourcing the investment function...
Any musicians reading this will know how painful tunelessness can be, but also what pleasure can be derived from true harmony...
The RDR will leave advisers accustomed to a commission structure struggling to survive, writes David Dodds, financial planning director at Wade Financial Services. But what about life coaching, cash flow planning and whole of market advising?