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Paradigm Norton's Horner talks planning in Dubai
Barry Horner, chief executive of Bristol-based Paradigm Norton Financial Planning, has taken time out from the day-to-day running of the firm to represent the UK at the Financial Planning Standards Board conference in Dubai.
Nationals and networks warned over ‘disguised commission’
IFA nationals and networks face scrutiny from the Financial Services Authority as it begins to look into ‘disguised commission’ payments between providers and advisers, according to solicitors Eversheds.
Adviser Workshop: How to educate clients
Nigel Barker-Smith, Pete Matthew and Darren Lloyd Thomas take different approaches to educating their clients, including running seminars, workshops and masterclasses, and using social media and information packs.
The Wrap Factfiles: James Hay Wrap revamped and re-examined
The James Hay Wrap has recently undergone a revamp and changed its charging structure. Figures given include its Sipp business.
Your 16-point plan for picking the best passive funds
Passive funds have the advantages of reducing both costs and risk, but how do you select the best for your clients? Chris Broome of Broome Financial Planning explains all.
Paraplanner profile: Julie Wild of Carbon Financial Partners
Ongoing study and training is 'essential' in an industry that is continually changing, Julie Wild of Carbon Financial Partners says.
Innes Miller: Get set for more retrospective regulation
Threesixty’s new recruit Innes Miller urges IFAs to heed the example of Arch Cru.
How to avoid the tax pitfalls of adviser charging
Liability for the payment of adviser charges is about to shift and advisers must get to grips with what tax implications this will have so they can help clients make the right investment choices, writes Matthew Stephens.
Adviser Workshop: How to draft a watertight client agreement
Dennis Hall, Iain Wishart and Paul Cleworth offer advice on how to ensure your client agreement is watertight.
Life after RDR: Somal scales down for high-tech future
Aj Somal of Aurora Financial Planning is cutting back client numbers to provide an improved service to the remaining few.
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