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Adviser Workshop: How to advise clients on legacy products

by Michelle Abrego on Apr 15, 2014 at 09:07

Andrew Whiteley, Sheriar Bradbury and Joss Harwood make a full assessment of clients' legacy products, discussing and reviewing them before advising on a course of action.

New Model Adviser® star profiles: where are they now?

by New Model Adviser team on Apr 14, 2014 at 15:32

This week we published our 400th issue of New Model Adviser®. To celebrate we revisit eight of the firms who have graced the magazine’s front cover and featured in our Star Profile section of the website. Click through to find out how they have fared since we profiled their business.

FCA to launch consultation on providers' premium calls

by Michelle Abrego on Apr 14, 2014 at 15:20

The Financial Conduct Authority is set to launch a consultation to stop providers charging high rates for its customer services phone lines.

Nucleus and Cofunds tackle adviser charging tax penalties

by Jun Merrett on Apr 14, 2014 at 13:30

Platforms Nucleus and Cofunds are set to make changes to the way they facilitate adviser charging in an effort to tackle potential tax penalties for clients.

Smart Beta: Jeremy Brett of Brett Investment

by Max Skjönsberg on Apr 11, 2014 at 15:44

Jeremy Brett of Brett Investment uses a range of trackers for ‘diversification, low cost and reliability’, allocating the lion’s share of client money to Dimensional.

Adviser Profile: Mark Newman and Jasper de Zoeten of Prosperity

by Tim Cooper on Apr 11, 2014 at 15:43

Advisers Mark Newman and Jasper de Zoeten and head of operations Justin Randall plan to achieve explosive growth at Prosperity in the next couple of years, with their sights set on trebling adviser numbers and increasing assets fourfold.

The Accumulator: Mike MacLeod of Everett MacLeod

by Mike MacLeod on Apr 11, 2014 at 13:12

Mike MacLeod of Everett MacLeod uses DFM solutions mainly in platform pension wrappers, aiming to keep costs low for his wealthy ‘money miner’ clients.

Lunge, parry, riposte! How to survive post-rebate wrap battles

by Jun Merrett on Apr 11, 2014 at 11:58

Fund manager rebates have been put to the sword and the fight to offer the best deals has really begun. How can advisers make sure they don't get caught up in the fray?  Jun Merrett dons her fencing gear and talks to Mark Polson of the Lang Cat about how to navigate the next six months.

Advisers back pensioner bonds but question £10k limit

by Max Skjönsberg on Apr 11, 2014 at 10:35

Advisers welcome the Budget proposal for pensioner bonds as long overdue relief for cash-strapped retirees but some, such as Douglas McIntyre and Barry Williams, regard a £10,000 limit as too low to be useful.

Don't let FCA fear ruin your report writing

by Damian Davies on Apr 11, 2014 at 10:32

Fear is the worst motivator for professional people. The fear of being eaten by the lion chasing you is likely to make you run faster, but the fear of the FCA will not make you a better paraplanner or adviser.

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