Feature

Attending the life planning conference without the life companies

Will annuities go the way of the dinosaur?

How do you get clients to pay for something they've never heard of?

Three advisers share their personal stories on why they decided to turn their back on products and make the switch into financial life planning.

Cherry Reynard uncovers the themes and funds proving most popular with ISA investors this year

How new rules around ISA investing aid IHT planning

Advisers and multi-managers reveal the funds they are backing for adventurous, balanced and cautious investors this year

Model portfolios offer one solution for advisory firms looking to outsource the investment function...

Ten things your clients should know about the government's new Tax-Free Childcare Scheme...

It's our round-up of the stories your clients may have read in the national newspapers over the weekend