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Comment & Analysis

Blog: FOS must live up to standards it places on advisers

When it comes to transparency, efficiency and fairness, the Financial Ombudsman Service does not meet its own high ideals and appears to blindly trust complainants over advisers.

Tax Doctor: Banish tax year-end troubles from ISAs to B&BS

The end of the tax year can be a busy time for advisers, so here are five solutions to tax trouble hot spots that might just save your bacon!

Brett Davidson: IFAs must challenge weak fee competition

Advice firms have a lot of leeway when it comes to client charges but greater service needs to be delivered for the fee, while pressure should be brought to bear on platforms and fund managers.

Adviser Profile: Steve Balmer of David Allen Financial Services

Steve Balmer is focused on delivering a personable and professional service at David Allen Financial Services, as the Cumbria-based firm looks to increase its reach further in 2017

Altmann: auto-enrolment review must iron out inclusivity flaws

The future success of the UK’s workplace saving culture depends on a crucial review that must provide solutions to pressing pension problems

Why the advice market is heading towards flat-fees

There are better ways of covering costs and making money than fees that cost clients and create conflicts of interest, argues IFA Alan Smith

Blog: Momentum stalling in CISI's planning push

Advisers feel let down by the CISI, saying branch meetings are not serving their needs as well since the merger. Can a shake-up in communications rescue the situation?

Beating the cheats: HMRC reveals top 10 tax cases from 2016

The tax office had a busy year in 2016, leading to 679 individuals jailed for a combined 730 years.

New Model Adviser® star profiles: the class of 2016

In the first of a two part feature we look back at the advisers who received the star profile treatment in 2016.

Can the FTSE's record breaking run continue?

As the FTSE 100 closes at all-time highs for six days in a row, investors will be hoping the 'January effect' holds true this year.

Video pick
2 Comments Play Apfa head says FCA must control FSCS Sipp claims

Apfa head says FCA must control FSCS Sipp claims

Apfa director general Chris Hannant has said the regulator needs to deal with the issue of rising Sipp claims falling on the FSCS.

16 Comments Play PFS: IFAs need to rethink how they present cost of advice

PFS: IFAs need to rethink how they present cost of advice

Personal Finance Society (PFS) chief executive Keith Richards told New Model Adviser® why advisers need to rethink how they present the value and cost of advice.

NMA Profile
Adviser Profile: Steve Balmer of David Allen Financial Services

Adviser Profile: Steve Balmer of David Allen Financial Services

Steve Balmer is focused on delivering a personable and professional service at David Allen Financial Services, as the Cumbria-based firm looks to increase its reach further in 2017