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blog

Your profession

From the Editor: Do we need more committees?

In the financial services world we are already surrounded by numerous committees. But that didn’t stop the FSA from setting up a new one–excitingly branded the Coordination Committee (CC).

clock 31 March 2011 •

Mortgages

Blog: The wedding is off for Mortgage Brain & TrigoldCrystal

The proposed takeover of TrigoldCrystal by Mortgage Brain is off and the rumour mill is in overload.

clock 28 March 2011 •

Your profession

From the Editor: Any idea what a paraplanner is worth?

Many adviser firms who use paraplanners couldn’t put a price on their worth. For many they are priceless.

clock 25 March 2011 •

Your profession

Blog: Growth of D2C is good news for advisers

Rob Thorpe, head of UK retail at Cazenove Capital Management, on changes to distribution post-RDR and whether IFAs will benefit.

clock 25 March 2011 •

Term Assurance

Protection Watch...with Kevin Carr

Kevin Carr, chief executive of the Protection Review, gives his verdict on five developments in protection this month…

clock 25 March 2011 •

uncategorised

Blog: Is this the beginning of the end for tax relief?

Will the government's tough love on pension reform mean fewer incentives to save?

clock 24 March 2011 •

Your profession

Budget 2011 Blog: The 3Rs man or iPod George?

It's always dangerous for an opposition party to mix its metaphors when it criticises the Budget.

clock 23 March 2011 •

Your profession

Thoughts on...finding the 'right' client

In the latest instalment of an exclusive series for IFAonline and Professional Adviser, business consultant Steve Billingham explains how to find (and keep) clients in your target market.

clock 18 March 2011 •

Regulation

Blog: Beware provider 'help' on RDR

David Ferguson, CEO of Nucleus Financial, wonders whether advisory firms should accept business transition help from companies that may have an ulterior motive…

clock 17 March 2011 •

Wrap/platforms

Blog: What you need to know about your platform

Shaun Sandiford, distribution director at AXA Elevate, takes a closer look at the FSA Investment Suitability Report and what advisers need to know from their platform

clock 17 March 2011 •
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