Feature

Claire Barker goes through recent research into the factors that matter most to clients when looking to take out an equity release plan.

Packaged investment solutions can help IFAs meet their RDR responsibilities. Here, Mark Parry, director of strategic distribution at F&C Investments, explains how.

"A stricter examination regime will weed out the people that shouldn't be in this business."

Bluefin's head of strategic development Ian Shipway wonders how close IFAs are to calling themselves professionals?

Mark Loosmore of technology consultancy AT8 Group wraps up his reviews of the best investment tools available to IFAs.

David Ingram, a partner at threesixty, examines the evolving role of model portfolios.

Q. How have you seen people change their retirement planning strategies to weather the storm of current economic turbulence?

Dave Harris explains why the wake-up letter alone is not enough

Nigel Barlow explains why the wake-up letter alone is not enough

Continuing his exclusive series for Professional Adviser, Mark Loosmore examines Financial Express' Analytics.