Latest News - Phil Young
Phil Young: trust me, clients love cashflow plans
Phil Young's cashflow plan allows him to set an achievable goal, and is much more interesting than a suitability report.
Phil Young: Four regulatory changes IFAs should be up to speed with
Take note of these four impeding regulations or risk falling behind says Zero Support managing partner Phil Young.
Phil Young: don't describe DB transfer short cuts as 'outsourcing'
Caught between client and another party, advisers must ensure they make it completely clear they are acting only as introducers rather than attempting to pass on their responsibility.
What Caerus means to Intrinsic and Old Mutual Wealth
Old Mutual's valuation of Caerus will reveal what is behind its acquisition.
Commission changes muddy the waters of adviser acquisitions
The technicalities surrounding the acquisition of client banks are more confusing than ever following changes in adviser commission and the legalities of passing clients over to new firms
Phil Young: Pro bono work can get your career off to a flying start
Voluntary pro bono work is of social value, good PR, and helps young advisers rack up CPD.
Five reasons employers should give a monkey’s about auto-enrolment
UK firms need a punchier message to drive home the benefits as well as the consequences of non-compliance.
The claim game: how complaints firms are targeting IFAs
Some claims management firms looking for revenue to replace PPI business, which has tailed off, are targeting advisers – and courting IFAs to pick up compensated clients, writes Phil Young of Threesixty.
Provider payments: FCA rules set to spark acquisition push
The regulator’s strict approach to inducements could result in the financial services landscape being transformed by providers acquiring networks and support services firms, writes Phil Young of Threesixty Services.
FSA is right on platform unbundling but needs to do more
The FSA's move to unbundle charging systems will improve transparency but the regulator needs to act to prevent fund managers creating even more confusion over costs, says Phil Young of Threesixty.
Video: Ravenscroft's Harries homes in on themes not forecasts
Mark Harries, head of investment management at Ravenscroft, is overseeing the launch of onshore versions of the firm's offshore funds
CIO Tapes: 'passive funds are anti-capitalist'
Citywire recently gathered three of the UK's leading fund investment heads to discuss their hopes, fears and the issues that their jobs throw at them daily.
Adviser Profile: Simon Frost and Scott Atkinson of GPFM Financial Planners
Best friends do not necessarily make best business partners, but Simon Frost and Scott Atkinson say they complement each other perfectly, ensuring GPFM Financial Planners is well-placed to become a ratings hit.