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Comment & Analysis

Five reasons now is a good time to look at auto-enrolment

Mike O’Brien, regulatory director at Tenet Group, explains how the challenge auto-enrolment brings to small businesses is an opportunity for financial advisers.

FCA set to focus on value for money in suitability review

The findings of the regulator’s review into the advice profession is imminent, with client outcomes, quality of research and the adequacy of processes likely to figure heavily.

Six quick questions on the marriage allowance

Stuart Masters, managing director of The Financial Management Centre, gives a quick primer on the key points of the marriage allowance, which could help advisers save their clients more than £400 a year.

Independent state of mind: FCA has chance to rethink advice definitions

The FCA should consider how independence could be judged as a state of mind.

Treasury must extend tax stability pledge to pensions

Ahead of the Budget, AJ Bell's Tom Selby says the Treasury should extend its tax stability pledge to pensions.

Unbiased should rethink 'fastest finger first' matches

Adviser listing website Unbiased has introduced ratings for advisers based on the time it takes them to respond, but consultant Phil Bray thinks the company needs to rethink its approach.

Tax facts to consider when advising on property investments

Advisers need to be aware of the rule changes affecting taxes on property owners, especially those with Scottish clients on their books, says Derek Hanlan, associate tax director at Glasgow-based accountancy firm Martin Aitken & Co

Eight tips for running a profitable IFA firm

Mark Stokes, managing director at Lewis Chambers, give his top tips for running a successful adviser business and explains why you shouldn’t turn up to client meetings in a sports car.

Adviser Workshop: How to conduct due diligence on DFMs

Robert Dimbleby, Tracey Evans and Graeme Mitchell discuss how they approach due diligence when using a discretionary fund manager.

Advisers must rethink staff roles in line with new EU rules

New EU rules on the supervision of staff come in to force in January 2018, and adviser firms should start preparing now, say Graeme Stewart and David Ryder, partners at regulatory consultancy firm Paradigm.

Video pick
A wizard idea: Michael Gambon voices Aberdeen's bond movies

A wizard idea: Michael Gambon voices Aberdeen's bond movies

Actor Michael Gambon, best known recently for his role as the wizard headmaster Dumbledore, has lent his skills to a series of films by Aberdeen Asset Management, on fixed income.

Play Winning ways: Acumen Financial Planning

Winning ways: Acumen Financial Planning

David Gow and Keith Mackie from Acumen Financial Planning, which won the New Model Adviser® award for Scotland, explain how they work with clients.

NMA Profile
Adviser Profile: David Gow and Keith Mackie of Acumen Financial Planning

Adviser Profile: David Gow and Keith Mackie of Acumen Financial Planning

Taking the baton from former cover stars Sandy Robertson and Bill Saunders, Acumen directors David Gow and Keith Mackie have picked up the pace and powered ahead