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IFA

Your profession

Tech review: Making Sense of RDR

This week I spoke to Tim Newman, managing director of Sense and one thing was clear, this is a network that knows its role.

clock 11 August 2011 •

Your profession

Making the right choice

Tony Hales at Stadia Trustees says IFAs are vital for providing the right advice on investment suitability

clock 11 August 2011 •

Offshore Investment

Will Cyprus be next to seek a bailout?

It may be a small sovereign state compared with Italy and Spain, but fears that Cyprus may be the next EU member state to seek a bailout show no signs of diminishing.

clock 10 August 2011 •

Investment Trusts

Why investment trusts are winning the low-cost war

F&C Investments' Mike Woodward explains how investment trusts have the edge over open-ended funds and ETFs in the low-cost battle.

clock 10 August 2011 •

uncategorised

Scot Life pays out £2,700 plus IFA fees after pension problem

Scottish Life has been ordered by the Pensions Ombudsman (PO) to pay out £2,700 in compensation plus an adviser's fees after it badly administered a pension transfer.

clock 05 August 2011 •

Regulation

Blog: Did AIFA get it right on restricted advisers?

Clive Waller explains why he is backing the trade body's decision to open its doors to restricted advisers.

clock 04 August 2011 •

Your profession

Diary of a wannabe adviser - week four

Lewis Benson is a member of the Aviva Future Adviser Academy. Each week, he shares with Professional Adviser his experiences as he takes his first tentative steps into the world of financial advice…

clock 04 August 2011 •

Your profession

Tech review: A closer look at Intelliflo

Mark Loosmore of AT8 Group looks at the planning tools built into Intelliflo's practice management solution, Intelligent Office.

clock 04 August 2011 •

Your profession

What should you expect from your annuity provider?

I strolled into a garage at the weekend to look at trading-in the family saloon.

clock 04 August 2011 •

Your profession

Tech review: How can Intelligent Office help your business?

This week, Mark Loosmore of AT8 Group looks at the planning tools built into Intelliflo's practice management solution, Intelligent Office.

clock 04 August 2011 •
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