Business: How To
How to sell your advice firm the right way
After a busy year for advice firm sales, Talya Misiri talks to business owners who have been though the process and shares their top tips for ensuring a smooth transitionBy Talya Misiri - 12 December 2018, 08:02
Brexit, Boris & Fray Bentos: Phil Young's 3 step No Deal survival guide
It can be hard to work out who to believe when it comes to the current furore around Brexit. Phil Young tunes out the social media noise with three key questions advisers need to answer before Britain leaves the EU.
Advisers' most popular providers for in-house model portfolios
Exclusive research of IFA businesses reveals the most popular discretionary fund management providers for model portfolios.
Sales fail 'because IFAs think firms are worth more than they are'
When looking to sell an advice business, owners should consider how much they need, rather than how much they think the business is worth.
Podcast: How to sell your business (the right way)
In a special podcast, Ollie Smith is joined by Ovation Finance chairman Chris Budd and broker Peter Trotman, to discuss what can go wrong when selling your business.
How to make financial planning distinct from investment advice
Talya Misiri speaks to the experts about making financial planning a distinct proposition with clear value.
How to explain value of advice to clients under Mifid II
Under Mifid II rules, advisers will have to disclose costs and charges in full, separated clearly on an annual basis, issuing each and every client with a comprehensive financial statement. So how do advisers articulate their value?
Budd launches course to help IFAs pass businesses on to staff
The Eternal Business Programme has been created by adviser Chris Budd, chairman of financial planning business Ovation Finance, to help directors pass on their firms to employees.
How to cut your carbon footprint
Green investing is coming to the top of the agenda, so how can advisers ensure they're practising what they preach?
How to make the pension advice allowance work
A financial advice allowance introduced in 2017 allows people to access up to £500 of their personal pension, tax free to put towards 'holistic' financial advice. Here is how it can be made to work.