Imelda de Bruin's favourite bit of technolgoy is Prestwood cash flow planning.
Later life advisers are having to grapple with two announcements made by the government, that together could spell difficulties for clients in older age.
Overcome a growth barrier that is common to many advice firms by following seven simple steps that will enable you to scale up assets under advice and turnover, writes Brett Davidson, chief executive of Mode FP.
Sarah Pitard meets Sebastian Hurst of London-based AS Financial, a professional rugby player and ‘pensions man’ who aims to be top of his game both on and off the pitch.
Click through for the facts and figures behind Les Conway's Essentially Financial.
Douglas Brown meets Tony and Flo Menghini of MI Financial Services in Trowbridge, who are working with Wiltshire County Council to advise employees facing redundancy.
The content of a compliant report is outlined by a firm’s compliance officer. As a good paraplanner you should try to push against things that would be better placed in the file than the report, says Damian Davies of The Timebank.
The argument that you had to buy an annuity and there was no return from it was never quite true, but people won’t be buying Lamborghinis either.
There is nothing wrong with encouraging staff to be more profitable but firms must monitor self-employed advisers to satisfy the FCA that no mis-sales are taking place, writes Rebecca Prestage of The Consulting Consortium.
Why are people these days scared to admit to being ‘just’ an adviser? And why do planners say people who don’t plan just flog products?
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