David Ingram: Four successful professional connection approaches - seven lessons
14 Jul 2017
David Ingram draws seven lessons from the distinct approaches of four advisers who demonstrated at the recent SIFA conference the real success they have made of combining legal and financial services
Davy attacks Opperman's 'backward' £25k consumer detriment move
12 Jul 2017
SimplyBiz chairman Ken Davy has slammed pension minister Guy Opperman for a ‘backward’ announcement that guaranteed annuity rate (GAR) holders with sub-£30,000 pots will no longer need advice.
So FAMR, so good ...
11 Jul 2017
12 months since its introduction, what effect is FAMR having on day-to-day business? Can we claim it’s so FAMR, so good?
Generation game: What are advice firms looking for in potential recruits?
04 Jul 2017
Brains, a willingness to learn and the desire to work as part of a team are key qualities firms are looking for as they seek to identify the next generation of financial advisers, writes Hannah Godfrey.