Comment & Analysis
Adviser Workshop: How to create a client advisory board
Clinton Askew (pictured) and Christopher Hindle discuss how they have gone about create client advisory boards
McPhail: I'm worried about decline in annuity sales
Providers are pulling out of the annuity market, with potentially worrying implications for retirees
Right to reply: Small Sipp struggles are exaggerated
Small Sipp providers are not in as bad a position as Abraham Okusanya suggested, argue Amps chairman Zachary Gallagher and Dentons Pension Management director of technical services Martin Tilley.
Planner pay report: take part in our 2017 survey
The re-vamped pay report from New Model Adviser® is back for 2017.
On the road diary: Winter wandering
Snaps from our travels around the UK (and further!) to see advisers between November 2016 and March 2017.
Comment: Why partial transfers need regulatory rethink
Partial pension transfers appear to offer the best of both worlds for clients, however advising on them is complex and costly, and there is currently scant guidance from regulators.
Phil Young: Four regulatory changes IFAs should be up to speed with
Take note of these four impeding regulations or risk falling behind says Zero Support managing partner Phil Young.
Working 9 to 5 isn't the only way to make living
It is not the only way to make a living – by offering a flexible working environment, advice firms can help more women get back to work after pregnancy.
Adviser Workshop: How to factor relationships into platform due diligence
Yvonne Goodwin and Flora Maudsley-Barton explain how they manage their relationships with providers
Comment: The underlying weakness in the Sipp market
Regulatory changes brought into force 12 months ago accelerated the demise of a number of small, unsustainable Sipp providers. Now the onus is on advisers and the big providers to tighten up their due diligence.
Retreat 2017: How advisers approach DB transfers
Three advisers told New Model Adviser® at the 2017 Retreat how the approach the growing demand for DB pension transfers.
Retreat 2017: We can't risk undermining pensions with DB scandal
LEBC public policy director Kay Ingram sets out her concerns about DB pension transfers.
Adviser Profile: Ed Fairey of Fairey Associates
Ed Fairey took a colourful road to financial advice but his firm, Fairey Associates, has made all the right moves to this week achieve chartered status