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Chancellor Alistair Darling has just added another piece to the jigsaw of the financial services industry of the future.
“I surprised myself. I told my son ‘you should think about becoming an IFA’.”
Advisers are more aware than ever of structured products but education is the key to them moving from a niche player into the mainstream.
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Paul Burgin examines the changing world of structured product design, marketing and distribution legislation.
Simon Fitton, partner at Baxter Fensham, on what it means to be a truly fee-based IFA.
A platform pricing regime based solely on unbundled charges will be detrimental to consumers and remove choice, warns Cofunds.
David Ferguson, CEO of Nucleus, assesses recent moves by wraps and platforms to clarify their pricing structures.
The Institute of Financial Planning (IFP) will hold pilot paraplanning examinations in the next month as the professional body prepares to roll out the country’s first level four qualification for paraplanners.
It’s clear that the baby boom generation are a key part of an adviser’s business model, as it’s the section of the population with the most disposable income and the greatest savings.
It is now almost four and a half years since Adair Turner laid out the Pension Commission’s recommendations for a new policy direction for both State and private pensions.
Retirement Planner caught up with AJ Bell’s marketing director Billy Mackay to discuss their recent win at the Professional Adviser Awards
Clive Waller, managing director of CWC Research, discusses the contentious issue of platform charging.
AT8 Group’s Mark Loosmore continues his series for Professional Adviser with a look at Moneyworkout, a mortgage and protection specialist with a focus on customer service and a bold use of technology.
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