How EU legislation could affect your website

by Alasdair Cooper on May 25, 2012 at 09:36

If your website is not compliant with new EU legislation on cookies consent, you could be landed with a hefty fine, writes Alasdair Cooper.

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Countdown to RDR: Solving the legacy assets dilemma

on May 25, 2012 at 09:31

The latest in our series leading up to the implementation of the RDR looks at advisers’ responses to the FSA’s rules on legacy assets and how they plan to work with them, and Chesteron House's transition tale.

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Platforms: Who's got the biggest tool box?

by Amy Rowe on May 24, 2012 at 15:58

Some platforms go the extra mile to provide advisers with all manner of tools from risk profilers to cashflow modellers, while others prefer not to indulge in adding on ‘bells and whistles’. Here’s your complete guide to all the various tools kits available.

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Five minute adviser profile: Peter Cooper of Cooper Johnston Wealth Management

by Natalie Fast on May 24, 2012 at 10:32

Peter Cooper explains why he fears there could be a backlash over IFAs moving towards the 1% fee model.

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Life after RDR: Pickersgill puts passives at Chatfield’s core

by Lawrence Fisher on May 23, 2012 at 12:21

Adrian Pickersgill, director of Chatfield Private Client, aims to stay ahead of the competition through improved communications with clients and a range of new services.

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Paradigm Norton's Horner talks planning in Dubai

by Michelle Abrego on May 23, 2012 at 12:20

Barry Horner, chief executive of Bristol-based Paradigm Norton Financial Planning, has taken time out from the day-to-day running of the firm to represent the UK at the Financial Planning Standards Board conference in Dubai.

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Nationals and networks warned over ‘disguised commission’

by Rachael Revesz on May 23, 2012 at 07:43

IFA nationals and networks face scrutiny from the Financial Services Authority as it begins to look into ‘disguised commission’ payments between providers and advisers, according to solicitors Eversheds.

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Adviser Workshop: How to educate clients

by Rachael Revesz on May 22, 2012 at 15:53

Nigel Barker-Smith, Pete Matthew and Darren Lloyd Thomas take different approaches to educating their clients, including running seminars, workshops and masterclasses, and using social media and information packs.

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The Wrap Factfiles: James Hay Wrap revamped and re-examined

by Iain Martin, Alex Steger , Amy Rowe on May 22, 2012 at 13:59

The James Hay Wrap has recently undergone a revamp and changed its charging structure. Figures given include its Sipp business.

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Your 16-point plan for picking the best passive funds

by Chris Broome on May 22, 2012 at 12:55

Passive funds have the advantages of reducing both costs and risk, but how do you select the best for your clients? Chris Broome of Broome Financial Planning explains all.

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