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The overwhelming majority of advisers using platforms are still aiming to remain independent after the implementation of the retail distribution review (RDR), with only a handful looking to retire, it has been suggested.
With markets and regulators putting fresh pressure on firms, Professional Adviser asked advisers how to run a tight ship without compromising revenues.
Good afternoon readers - below are five key articles from this week's IFAonline.co.uk...
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Protection expert Roger Edwards on the merits of social media – and how it can provide some of the most honest feedback you’ll ever hear…
About two years ago, a retired ‘adviser’ invited me for lunch. He wanted to discuss today’s advisory market and compare it with his 1970s “heyday” (with Sun Alliance & London). I accepted.
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The magazine is heavily focused on our Better Business section, which supports advisers in the run-up to RDR and beyond, and Investment.
Advisers can claim unstructured CPD for reading the magazine and we have also started a new series of articles providing structured CPD points.
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Transferring clients’ assets between organisations can be a major headache – often time...
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