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IFA

Investing in the profession

PIMS 2011: The secret to securing clients' trust in three minutes

Life coach Maria Nemeth's top tips for forging, not faking, trust-based client relationships in less than the time it takes to make a cup of coffee.

clock 23 May 2011 •

Investing in the profession

AIFA: Want us to do better? Give us more money

Stephen Gay, director general of the Association of Independent Financial Advisers (AIFA), has said poor performance is all IFAs deserve from their trade body unless they start funding it properly.

clock 23 May 2011 •

Your profession

PIMS 2011: The 100-point week

Being as productive as you could be? Here is one simple idea to test if you are making the most of your week...

clock 20 May 2011 •

Economics / Markets

Four things your clients will call you about this week

Nationals round-up: ‘Greedy' IFAs, incredible stakeholder pension returns and plenty of love for index-linked savings certificates...

clock 16 May 2011 •

uncategorised

Video: The lives of Brian or NEST for IFAs

In this video, NEST gets into time travel as it explains auto-enrolment to IFAs.

clock 10 May 2011 •

RDR

AXA Wealth tours with RDR assistance for IFAs

The new Professional Edge consultancy service from AXA Wealth will run a series of nationwide IFA seminars and workshops.

clock 05 May 2011 •

Investing in the profession

Philippa Gee WM boosts team with industry hard-hitters

Philippa Gee Wealth Management has beefed up its management team with two industry stalwarts as it eyes further growth.

clock 05 May 2011 •

uncategorised

Retirement Partnership teams up with MyCompanyPension

The Retirement Partnership, which provides IFAs with help and training to understand the pension market, has announced a joint venture with MyCompanyPension.co.uk.

clock 04 May 2011 •

uncategorised

Intelligent Pensions targets exiting IFAs for drawdown

Retirement advice firm Intelligent Pensions (IP) is planning an intense campaign of buying up income drawdown business from IFAs exiting the industry.

clock 04 May 2011 •

Bonds

Royal London 360 launches Oracle offshore bond

Royal London 360 has launched a new single premium offshore bond called Oracle.

clock 03 May 2011 •
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