Estate planning red flags
Erica Hancock of APS explores the estate planning red flags which may mean danger for your clients
NMBA vote: Do clients care if advisers are independent or restricted?
Tom Hegarty takes a closer look at the most closely fought NMBA quick vote to date.
"Time for your 2018 reboot?"
Ken Davy muses on the importance of taking time out to recharge your batteries
NMBA moves closer to paraplanner apprenticeship launch
The New Model Business Academy has moved closer to its aim of launching a paraplanning apprenticeship before the end of the year.
The SimplyBiz Group announces partnership with Guardian Financial Services
The SimplyBiz Group has announced that it has signed a partnership deal with Guardian Financial Services, following positive adviser feedback on the protection provider’s pilot scheme. The partnership, which is in place with immediate effect, will see the two companies work together to deliver relevant training and educational opportunities to advisers who use the Group’s services.
GDPR - a threat to businesses?
Two months into the new rules, advisers are still far from welcoming the change
Dan Russell: What would Gareth do?
"Own the process, not the outcome" - Dan Russell wonders whether the England manager has been learning from successful financial advisers?
Global markets are set up for stock pickers, say industry heavyweights at SimplyBiz Group Advice Show
Geopolitical changes are creating the ideal investment environment for stock pickers, according to industry experts speaking at the most recent Advice Show.
How to help clients create a lasting power of attorney - CPD article
Buzz Aldrin’s recent decision to sue his family for mismanagement of his finances has, quite rightly, reminded advisers across the pond that those appointed to make decisions on a client’s behalf need to be selected with the utmost care.
"How turning a blind eye got us to where we are now"
It was not many years ago when it became virtually impossible for anyone to obtain PI cover at a reasonable premium. Such was the crisis that the then regulator, the FSA, turned a blind eye to the fact that over a thousand firms were trading without PI insurance.