Chartered financial planner Phil Billingham, head of business consultancy at Threesixty Services, takes a global look at how advisers are coping with new regulations.
A meeting international representatives of the Financial Planning Standards Board revealed some eye-opening truths about the standing of the FSA abroad
Simplified advice poses a "systemic risk" to IFAs because it opens them up to mass compensation claims for unsuitable advice, according to Prudential.
Advisers who segment their client banks and cull those deemed unprofitable to the business ahead of the RDR may be opening themselves up to more compensation claims, according to Zurich's Richard Howells.
Support services provider threesixty is planning to use its experience of dealing with the retail distribution review (RDR) to expand internationally to countries where financial planning is developing or undergoing similar reforms.
Paraplanners must have some sort of client-facing role within a successful advisory business, according to Phil Billingham.
Maria Nemeth joins the paraplanner.com's Martin Vaughan and threesixty business consultant Phil Billingham as speakers at the IFP's inauguaral paraplanner conference in May.
Question: We have spent some time setting out our ‘Asset Allocation' models and we were planning to use a ‘Multimanager' approach as a core holding. Now, with all the fuss over managers moving, and the uncertainty in the market, we wonder, should we...
IFAonline's Business Doctor is Phil Billingham, director of consultancy Perception Support. He will answer your questions each month to help you understand how to tackle the latest industry changes and in the process improve your business.