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Your Business: Adviser Insight

Your 16-point plan for picking the best passive funds

by Chris Broome on May 22, 2012 at 12:55

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.

First-hand lessons in selling a business and planning an exit

by Steve Sutton on May 03, 2012 at 13:28

When Steve Sutton decided to sell his business, he hadn’t anticipated the level of resources needed to prepare it for sale. Here is what he learned from the process.

How to get your firm fit for acquisition

by Julie Hepworth on Apr 18, 2012 at 10:36

Achieving the best price for your business requires careful attention to detail and this 12-point checklist can help you prepare for a prospective buyer’s due diligence process.

Provider-facilitated adviser charging system is fatally flawed

by Les Cantlay on Apr 10, 2012 at 08:46

Adviser charging facilitation was invented to make payments to IFAs within the RDR rules but adverse consequences on advisers and their clients mean it is unlikely to survive for long.

Adviser Insight: Solving the puzzle of what makes two firms click

by Andrew Smith on Mar 27, 2012 at 09:01

Piecing together a successful merger can be tricky, but Andrew Smith, whose company AJ Smith & Co merged with Prest Financial Services, has made it work.

How to make sure your clients are kept in the RDR loop

on Mar 20, 2012 at 13:17

Former New Model Adviser® cover star Jillian Thomas explains how to develop an effective client communications campaign about the retail distribution review.

Recommended for CPD
Tim Page: how to stay independent and profitable after RDR

by Tim Page on Mar 07, 2012 at 15:13

Using panels and a centralised investment process could help advisers to stay independent and solvent post-RDR.

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