Tuesday, 06 January 2015 14:22
IFP's CPD workshops to help planners' professional development
Written by James
The IFP is on hand to support you in your quest for structured CPD in 2015. There are a number of options throughout the year that will all count towards your annual CPD and will hopefully make it easy for you to meet your annual requirement easily.
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We've been helping people take responsibility for their financial future since 1831 when Scottish Equitable was founded in Edinburgh.
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Vanguard has been providing low-cost products to clients all over the world for more than 35 years, but 2014 is a particularly important year for us, as we now celebrate five years in the UK.
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You've got a great proposition your clients love - what could possibly go wrong? The internet has made information more accessible than ever and the way clients choose to access services is changing fast.
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Monday, 05 January 2015 16:49
Real Life Case Study: Richard Watkins CFPCM of Close Brothers
Don't deleteRichard Watkins CFPCM explores the risks for a successful business owner concerned that if the business turns sour he has little to fall back on. Is he exposing his family to too much risk?
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Insight & Analysis
One year on from the acquisition of Avelo, many of you will now be familiar with IRESS and its commitment to supporting UK Financial Planning firms with flexible, highly functional technology solutions backed up by a team of dedicated professionals.
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ETF Securities is a leading provider of exchange traded products (ETPs) in Europe, and one of the largest independent ETP issuers in the world, offering products across a range of asset classes including commodities, currencies and equities.
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Monday, 05 January 2015 16:24
Platforms prepare for a year of opportunity and challenge
Written by James
The wrap and platform market has experienced considerable upheaval over the last 24 months following the Retail Distribution Review, the move to clean share classes and the price wars of 2014. But will the pressure continue into 2015 and, if not, what can we expect to see? Nicola Brittain reports.
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The Sipp market will split into two, one of the leading sipp providers has predicted, while another believes platform Sipps will take the majority of business in future.
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Insight & Analysis
Monday, 05 January 2015 16:10
Real Life Case Study: Parminder Bains CFPCM Principal of PSB Wealth LLP
Don't deleteParminder Bains CFPCM explains how he opened the eyes of a fund manager who was unused to being challenged over her investing decisions. He aimed to help her achieve her ambitions to travel widely and also to make her dream of helping an elephant sanctuary become a reality.
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Insight & Analysis