Opinion
Chris Budd: How to help clients be happy and protect your business at the same time
'Self-limiting beliefs'
Simon Goldthorpe: Four ways embracing fintech can enhance your business
Sci-fi movies may have promised us some snazzy technology that hasn't quite come to pass, writes Simon Goldthorpe, but that does not mean financial advisers should dismiss the power of fintech...
Kim Jarvis: Why onshore bonds should be in every adviser's toolkit
Tax-efficient income
Ian Smart: The IR35 opportunities for advisers explained
The changes to IR35 tax rules are going to offer tax and life planning opportunities, writes Ian Smart, who explains all in this column...
Scott Hopkinson: Why advisers need to bring down their average client age
'Take pro-active steps'
Libby Holding: Can estate planning help tackle care fees?
Residential care fees are a hot topic at the moment, says Libby Holding, with increasing media coverage of people who have had all of their life savings and assets swallowed up by care fees in their later years...
Targeting younger clients: Meet the adviser hoovering up 'HENRYs'
It’s The Pro Adviser Podcast
Tom Ellis: Let's hope the platform market winds are changing
A storm has caused havoc in the adviser platform market over the last couple of years, says Tom Ellis, but advice firms will no doubt be expecting to see some sunshine soon
Paraplanning insight: Richard Allum's steps to successful outsourcing
Five-steps to outsourcing happiness
Laura Suter: The most unpopular part of the investment market is...
It’s unlikely that any end-of-year quizzes asked which part of the market was most unpopular with UK investors in 2019, writes Laura Suter, but it’s a pretty interesting answer...
Carl Lamb: Pressurised advisers need regulatory clarity in 2020
'Advice is timely'
James Klempster: Inflation-proofing portfolios
In the decade or so following the global financial crisis, inflation in much - if not all - of the developed world has been very low indeed, writes James Klempster, who explores why inflation-proofing portfolios is so important...
Regulatory resolutions and a 'SIPP on the side'… It's The Pro Adviser Podcast
It’s The Pro Adviser Podcast
Dennis Hall: How Yellowtail Financial Planning made a four day week work
That Friday feeling
Paul Resnik: Why I disagree there are 'no standout risk tools'
In this piece Paul Resnik bemoans the fact there are still no rigorously-tested standards for risk tools that enable advisers to make a fully informed comparison about providers, arguing there tools in the market that use 'gamble' questions and those...
Neil MacGillivray: Will the tax advantages for married couples and civil partnerships remain a happy home?
The new calendar year has come and gone and so, as we start the edge closer to the end of the tax year, Neil MacGillivray looks at the planning opportunities available to married couples and civil partners
Tom Dunbar: Putting a number on the value of advice
Royal London, in conjunction with the International Longevity Centre recently put a number on how much financial advice is worth to those who receive it. Here, Tom Dunbar elaborates on the findings of that research...
Kerry Nelson: Why we IFAs should sell more protection
Like many others, Kerry Nelson has been making the argument that the industry needs to advise and instigate more protection for more than a decade. Here, she explains why more advisers should get involved in the protection game...
Alan Moran: Here's what I've learned after 30 years in advice
Advice milestone
Chris Budd: The purpose of retirement
Purpose is the line that runs through financial wellbeing like the proverbial stick of Blackpool rock (or Brighton rock for those down South), writes Chris Budd, and this is particularly true when a person retires. Here, the co-founder of the Initiative...
Keith Churchouse: Happy New Regulation
A new decade begins
Jack Rose: Taking the direct approach to yield via 'good old fashioned' lending
The direct lending market has grown at a remarkable rate over the last decade, writes Jack Rose, who argues investors have a number of options for accessing predictable, risk adjusted returns...
Naughty and nice: 2019's list
A yearly round-up
Most read
