AT8's Mark Loosmore visits Bristol to check out Axa's Elevate proposition.
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.
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?
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.
Philip Steel, business development consultant at The Annuity Bureau, looks at how advisers can transfer their clients' pensions more effectively.
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.
AT8's Mark Loosmore explains why portals have become such a vital part of many providers' infrastructures.
Paul Armson, CEO of Alternative Financial Advisers, explains why embracing the RDR can benefit both advisers and clients alike...
A simple wine-tasting evening can bring you face to face with potential new clients, writes Bryce Sanders, president of Perceptive Business Solutions.
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.