Higher rate pension tax relief has been described as being in "its final days" and of "minimal value from a social perspective" by one adviser.
Sheriar Bradbury says advising on high-risk products should mean higher qualifications
Advisers considering leaving the industry before 31 December 2012 should wake up and smell the coffee
Sheriar Bradbury asks if advisers should be allowed to take clients with them when they switch firms
Sheriar Bradbury, MD of Bradbury Hamilton, assesses how advisers will be impacted as HMRC turns up the heat
The strength of the bond between client segmentation and profitability has been highlighted by figures suggesting just a handful of clients can generate more than a third of a large firm's annual revenue.
Balancing expectations can be a tricky business; with a new client in the door, one of the first things to tick off the list is a risk assessment and a promise to thereafter take responsibility for the category of investment they recommend, keeping to...
Alistair Darling's Pre-Budget Report (PBR) has thrown up all sorts of interesting issues and on two points I find myself questioning the Chancellor's judgement.
There has been much speculation on where new FSA regulations on capital adequacy will leave adviser firms.