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Better Business

Investment

Better Business: Take your place in the professional world

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...

clock 07 January 2010 •

Specialist

Better Business: The truth behind 130/30 funds

Jeremy Hall, partner at Edinburgh-based investment boutique Cartesian Capital, explains exactly how 130/30 funds work.

clock 17 December 2009 •

Investment

Better Business: Holiday networking

Bryce Sanders, president of Perceptive Business Solutions, reveals how advisers can attract clients over the festive period.

clock 17 December 2009 •

Your profession

Better Business: Catching clients

Ann Dempster, managing director of Plum Software, looks at how advisers can attract new business in a changing environment...

clock 03 December 2009 •

Your profession

Better Business: Never too soon to plan your exit

Don't sell your business now, FP Advance's Brett Davidson says, but it is wise to plan ahead...

clock 03 December 2009 •

Pensions

Better Business: Pensions and the OMO

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...

clock 03 December 2009 •

Client Acquisition

Better Business: Keeping customers happy

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.

clock 17 November 2009 •

uncategorised

Better Business: SIPPs Room 101

All 50,000 pages of current pension legislation would be the first item into SIPPs Room 101, Suffolk Life marketing director John Moret says...

clock 04 November 2009 •

Your profession

Better Business: Advice for advisers

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...

clock 04 November 2009 •

uncategorised

Better Business: Outsourcing on SIPPs

Matt Ward, wealth managemt consultant at Defaqto, discusses outsourcing for IFAs who do not want to undertake the full investment process on a SIPP

clock 29 October 2009 •
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