Mark Benson, technical manager at WAY Investment Services, says there are various ways IFAs can prepare for the increase in the minimum qualification level proposed in the RDR...
Jeremy Hall, partner at Edinburgh-based investment boutique Cartesian Capital, explains exactly how 130/30 funds work.
Bryce Sanders, president of Perceptive Business Solutions, reveals how advisers can attract clients over the festive period.
Ann Dempster, managing director of Plum Software, looks at how advisers can attract new business in a changing environment...
Don't sell your business now, FP Advance's Brett Davidson says, but it is wise to plan ahead...
Bob Bullivant, CEO of Annuity Direct, says the large 'Harry Houdini' providers are avoiding the open market option and IFAs are the only people qualified to advise on retirement planning...
David Child, managing director of 1st - The Exchange, says the financial crisis and RDR mean strong business relationships with clients are more important than ever for advisers.
All 50,000 pages of current pension legislation would be the first item into SIPPs Room 101, Suffolk Life marketing director John Moret says...
Tiger Woods strikes a perfect ball yet still employs a coach, so how can advisers ensure they continue to improve? FP Advance chief executive Brett Davidson says friends, family and even clients can help...
Matt Ward, wealth managemt consultant at Defaqto, discusses outsourcing for IFAs who do not want to undertake the full investment process on a SIPP