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.
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.
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.
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