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08:36 | 23 February 2010
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In the States, professional financial consultants are an integral part of middle-class family life. Will the retail distribution review see an equivalent profession emerge here?
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08:00 | 17 February 2010
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Soft skills matter. But aren’t clients more interested in the quality of advice they receive than in the personal relationship they have with their adviser?
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12:55 | 16 February 2010
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It's no use just waiting around for the right offer to come along - firms need to have a definite idea of how much they would accept to sell up their business, according to David Shelton, head of IFA consulatncy at Scottish Widows.
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07:00 | 15 February 2010
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Will the advisory profession ever be more than a cottage industry, and can a business achieve scale and still provide good individual service?
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07:00 | 05 February 2010
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The Financial Services Authority claims to regulate the industry that exists, not to create the industry it wants. But which came first – RDR, or the shift upmarket?
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07:00 | 01 February 2010
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Tony Lesser of CBW Financial Planning believes some advisers will seek discretionary status whether or not they have the right capabilities. Is he talking about you?
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08:16 | 29 January 2010
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Is it unethical to abandon your less profitable clients, or an essential part of business development?
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18:01 | 21 January 2010
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Unlocking referrals from solicitors and accountants depends on being able to stand 'shoulder to shoulder' with them as professionals, says Turcan Connell's Bob Hair.
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