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Feature

TMT

Tech Review: AXA Elevate

AT8's Mark Loosmore visits Bristol to check out Axa's Elevate proposition.

clock 22 April 2010 •

Investment

Can 'new' paraplanners benefit all IFAs?

Are IFAs becoming too dependant on paraplanners, or not enough? Professional Adviser's features editor Joanna Faith looks at the evolving role of the paraplanner.

clock 22 April 2010 •

Structured Products

Getting educated about structured products

The FSA's final RDR paper has made it clear IFAs must have ‘sufficient knowledge' of structured products to remain ‘independent'. So how can IFA firms ensure their RIs get up to speed?

clock 22 April 2010 •

RDR

How can RDR preparation boost your business?

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.

clock 22 April 2010 •

uncategorised

How can you improve pension transfers?

Philip Steel, business development consultant at The Annuity Bureau, looks at how advisers can transfer their clients' pensions more effectively.

clock 22 April 2010 •

Offshore Investment

How to advise expats and inpats - Part One

An unpredictable climate, disingenuous politicians and the possibility of tax increases are just some of the reasons people are abandoning the UK to live in more exotic destinations.

clock 21 April 2010 •

TMT

Technology Review: How portals can help

AT8's Mark Loosmore explains why portals have become such a vital part of many providers' infrastructures.

clock 15 April 2010 •

Your profession

RDR: The good bits

Paul Armson, CEO of Alternative Financial Advisers, explains why embracing the RDR can benefit both advisers and clients alike...

clock 15 April 2010 •

Investment

Better Business: 'Wine' your way into HNW circles

A simple wine-tasting evening can bring you face to face with potential new clients, writes Bryce Sanders, president of Perceptive Business Solutions.

clock 15 April 2010 •

Investment

"Networking and breakfasts are best" - advisers share marketing secrets

We know things are often done a little differently in the US, but Cleveland-based adviser Ken Robinson has opted to use the very latest in social media to promote his business.

clock 15 April 2010 • 1 min read
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