Advisory fees: why you should offer a mix

08:06 | 12 Mar 2010 | By William Robins

Three advisers whose fees are a mix of fixed, hourly, percentage and commission say this allows them to be rewarded for time and value, while offering flexibility for different clients

Sarasin managers: go global for dividend growth

08:23 | 11 Mar 2010

To avoid concentrated positions in a small number of stocks, investors should look outside the UK for dividend income, advise Sarasin International Equity Income fund's managers

Crippling costs that can hit a sole trader without key man insurance

08:21 | 11 Mar 2010

In last week’s issue Caroline Banks called on financial planners to take key person insurance more seriously. Bright Grey’s Roger Edwards explains why it is so crucial for sole traders to get cover

Top 10 reasons why finance is as crazy as football

13:36 | 10 Mar 2010

The messy finances of some of the UK's leading football clubs have been hitting the headlines recently. But before advisers get too complacent, they should look at the glaring similarities in the issues facing both football and financial services.

Adviser profile: Gordon Hay of Redbourne Wealth Management

07:00 | 10 Mar 2010 | By Daniel Grote

Bromsgrove-based adviser Gordon Hay believes the retail distribution review (RDR) will shift power from national to regional firms, and is positioning Redbourne Wealth Management to be part of the vanguard

How to buy a business safely

07:00 | 09 Mar 2010 | By Liz Pemberton, Steve Bowden

With a rush of advisers exiting in the run-up to the retail distribution review it's a buyer's market – but due diligence and considered planning are as vital as ever, say Steve Bowden and Liz Pemberton of AXA Wealth

Capital's Smith sticks with Octopus fund after stellar year

08:58 | 08 Mar 2010 | By Nicholas Paler

Capital Asset Management's Alan Smith says he was tempted to take profits after stong 2009 but will continue to use the fund to protect clients from losses.

Adrian Smith: ETFs offer best passive exposure to commodities

08:50 | 08 Mar 2010 | By Nicholas Paler

Coventry-based financial planner Adrian Smith says that exchange traded funds offer the best passive exposure to esoteric investment areas.

Buttercase: now is not the time to pull out of property

08:41 | 08 Mar 2010 | By Nicholas Paler

Steve Buttercase of Sense Financial Solutions is expecting conditions in UK property markets to return to the pre-crisis era thanks to the recovering economy

200 issues on: how financial planning has changed

15:24 | 05 Mar 2010

The leading figures in financial advice gives us their verdict on the last five years and outline where the sector is heading.

The power of the blogs

07:00 | 05 Mar 2010

New Model Adviser® celebrated its 200th issue this week. Since the first issue there have been a number of changes in financial advice and publishing so we've gone to our leading bloggers to see how the development of our blogs has helped them interact with their peers.  

Three years of blogs: we look back at the best

07:00 | 05 Mar 2010 | By Daniel Grote

We take a look at some of most explosive blogs to have featured on the Citywire website. Re-visit the blog reaction to the Cru scandal, the Standard Life Sterling debacle, and THAT Skandia bond promotion.

How investment trusts can help in a recovery

07:00 | 05 Mar 2010 | By Nicholas Paler

Andrew Merricks of Skerritt Consultants says investment trusts can provide additional upside when markets are recovering.

What pensions could look like if the Tories get in

07:00 | 05 Mar 2010 | By Mike Morrison

In a policy document published last month, the Tories pledged to end compulsory annuitisation at age 75 if they are elected. This fictional case study by AXA Wealth's Mike Morrison examines what options they could take if they deliver

Political consensus on care funding is unlikely

07:00 | 05 Mar 2010 | By William Robins

With cross-party consensus on long-term care funding looking remote, advisers need to consider what reforms would serve their clients' needs

Royal London's John Deane: RDR will not cause IFA exodus

11:00 | 04 Mar 2010 | By Iain Martin

Royal London intermediary boss John Deane believes that predictions of a 50% drop in adviser numbers post-retail distribution review are overplayed, and denies the RDR will trigger a GPP commission price war.

Adviser profile: Chris Moore masters investment - and football

08:42 | 04 Mar 2010 | By Tim Cooper

As a semi-professional footballer, Chris Moore is keenly aware of tactical advantage and this translates into his passion for investment which is helping Watson Moore stand out and grow

Has your client really cut their ties with the UK?

11:00 | 03 Mar 2010 | By Gerry Brown

The Court of Appeal ruling on Robert Gaines-Cooper and a less well-known case involving ‘Miss K’ show the Revenue is intensifying its scrutiny of individuals claiming non-UK residence, writes Prudential's Gerry Brown.

How holding on to unwanted clients hurts your business

07:00 | 03 Mar 2010 | By Brett Davidson

If you are concentrating on high-end clients direct your energies accordingly - servicing those who don't fit your business model can cost you dear, says Brett Davidson of FP Advance

Advisory fees: what model should I use?

07:00 | 02 Mar 2010 | By William Robins

Should you base your fees on assets under advice, offer an hourly rate or operate a flat fee? Three advisers explain what works for them and why.

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