Business: Opinion - Page 2
'We need certainty' IFAs reveal Brexit worries as vote looms
At our conference last week we spoke to IFAs about Brexit and how they were preparing clients' portfolios for the any of the potential consequences. Here is what three of them said.By Ollie Smith - 14 January 2019, 10:51
Radical advice reforms proposed as FCA's RDR review looms
Ahead of the upcoming RDR review, Jack Gilbert explores the improvements that have come about as a result of the reforms and a radical suggestion to close the advice gap.
Resnik: Prod raises suitability bar for advisers
'We do not make changes for the sake of making them,' Henry Ford apparently said, 'but we never fail to make a change once it is demonstrated that the new way is better than the old way.'
Editor: Advice given a Prod by 2018 as RDR review looms
In the final part of our end of year round up New Model Adviser® editor Will Robins gives us his views on what happened to the advice market in 2018, and looks ahead to the new year.
Why guidance is a gift for retirees and advisers
Consumers using Pension Wise are increasingly realising the benefit of speaking to a financial adviser, but there is still work to do to ensure more savers get the best retirement outcomes
SJP, robo-advice & Harry Kane: the winners and losers from 2018
It has been a colossal year for finance news. Our traditional round up of the year that was begins here, with the winners and losers from 2018.
Why one financial adviser quit Twitter
Words of warning from one IFA who quit social media.
Four tips to deliver a better service to clients
The best advice firms are using technology and partnering with other firms to reduce costs for the end consumer.
Blog: DB transfer review will clarify FCA's contingent charging view
Phase three of the FCA’s review of defined benefit (DB) pension transfers is now in the books, and the report makes damning reading for the firms whose files were reviewed by the regulator, while serving as a warning to all firms with transfer permissions.
Done deals: the IFAs who sold their businesses in 2018
This year has seen a host of advisers sell their businesses to consolidators – and sometimes to their own staff. Check out all the highlights from eight months of action here.