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Talking face to face remains an excellent tool for both existing and new clients. Maria Merricks looks at how to plan the perfect client seminar.

Richard Howells, intermediary sales director at Zurich UK Life, looks at how adviser firms can use RDR qualifications as a business asset rather than a chore.

No longer considered exotic, the online world is fast becoming the basis for the sale of financial products. David Child gives a few pointers to protection advisers.

Almost three-quarters of people have failed to take steps to reduce their Inheritance Tax liability, despite wasting around £1.5bn in avoidable charges.

Extension of the Isa maximum contribution to £7,000 until

Britons do appear to be more concerned with sorting out or managing their debts than with investing, suggests research published by Insight Investment.