Advisers need to be sure they are entrusting their clients' SIPP funds to the right partners. Andy Leggett says there are some important questions to ask and there need to be convincing, evidenced reasons before any boxes are ticked.
Most introducer relationships don't work because they lack workable incentives, says Alan Smith, IFA at Capital Asset Managers. Instead, he says, this is how it should be done...
Healthcare insurance fraud represents a growing threat, as a weakened economy creates incentives for criminals. Larry Jacobson describes a technological approach to fighting back.
BBC journalist Paul Lewis and IFA Neil Liversidge have been having an interesting conversation about trail commission over the last few days...
Retirement planning is not just about pensions, but Scottish Widows' latest workplace pension report reveals private pension saving does not loom as large in most portfolios as it should.
Not only will the needs of each and every client who needs a protection policy differ, but advisers also have to factor in the different underwriting processes of providers...
Entrepreneur Ivan Massow caused a stir this week with the launch of his new trail-hunting business paymemy.com.
The financial crisis has highlighted the need for a truly diversified portfolio, says Brian Fleming, head of multi-asset risk and structuring at Standard Life Investments.
As creators of credit, banks are in a very privileged position. To create a loan, the equivalent of making a sale for other companies, banks just need to type a number into a computer and hit ‘enter'. This is a licence that frequently gets abused if banks...
Financial Limited has a number of points of differentiation. It was the first network to start charging a flat fee per firm dependent on the number of advisers.