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Your Business: Consultant View

Seven simple steps to building a soft skills programme

by Chris Davies on May 15, 2012 at 13:54

Current priorities of attaining professional qualifications, client segmentation and the most efficient business structure will give way to a focus on the client once the RDR is implemented, writes Chris Davies of Engage Partnership.

How to keep clients at the heart of your centralised investment service

by Melony Holman on May 10, 2012 at 10:39

IFAs with centralised investment propositions must be able to show the regulator they are suitable for their clients, writes Melony Holman.

Sifa: How to work with solicitors

by Ian Muirhead on May 02, 2012 at 13:46

Ian Muirhead of Sifa looks at three IFAs that are successfully nurturing professional connections with solicitors.

JPM: Advisers must strive for a clear view of ETFs

by Stuart Podmore on Apr 17, 2012 at 15:18

ETFs may be less straightforward than they appear and advisers must make sure they understand all the complexities before they consider recommending them to clients.

Why the FSA has brought clarity to legacy asset confusion

by Fiona Tait on Apr 12, 2012 at 14:58

The FSA’s recent policy statement on the treatment of legacy assets has helped bring clarity to a confusing issue for both advisers and providers.

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