Feature

Andy Kirby goes through the benefits of family partnership arrangements as part of estate planning.

Martin Palmer looks at changing retirement patterns and asks how it will affect people's retirement planning.

Over the past few months, Mark Loosmore from technology consultancy AT8 has been reviewing adviser financial planning tools exclusively for Professional Adviser.

This week we asked the 250 advisers on our Professional Adviser panel for their opinions on the importance of renewal commission to an IFA business.

John Moret, director of sales and marketing at Suffolk Life, examines recent reports from the FSA concerning pension transfers and explains how the industry is likely to change

In an extract from their book 'Get the Adviser Advantage: How to Survive and Thrive in the New World of Retail Financial Services', Nick Bamford and Martin Bamford explain that while advice and products are currently packaged for remuneration purposes,...

Partridge Muir & Warren managing director Simon Lewis explains how his business has benefited from streamlining and a technology-driven approach.

Bryce Sanders, president of Perceptive Business Solutions Inc., shares his tips for advisers trying to get fearful clients to invest again.

Recently, we had the opportunity to have a demonstration of ‘Pensions Profiler', one of the suite of products from O&M systems.

Brett Davidson, chief executive of FP Advance, explains why the traditional method of IFAs meeting clients at their homes no longer projects the image high quality advisers want