Opinion

Interactive Financial Adviser

Balancing expectations can be a tricky business; with a new client in the door, one of the first things to tick off the list is a risk assessment and a promise to thereafter take responsibility for the category of investment they recommend, keeping to...

Clive Waller, director at CWC Research, takes a closer look at what CP 09/31 could mean for protection IFAs...

Mark Lisle, compliance manager at Rowanmoor Pensions, says the insurance industry has a long way to go before it has fair customer treatment at its heart...

So if Wayne Rooney is worth more than the boss of Goldman Sachs, and don't forget he reckoned Goldman's are doing God's work, then how much is Neil Woodford worth?

Richard Howells, intermediary sales director at Zurich UK Life, explains how to build the adviser/client relationship.

My iPhone has revolutionised my life. With its endless array of downloadable ‘apps' I rarely use it as an actual phone, but it is my constant companion and friend.

Investec Private Bank

Interactive Financial Adviser

Once we have cleared away the snow and dusted down the latest consultation paper (CP 09/31) from the FSA on the Retail Distribution Review, the three year countdown will start in earnest.