Sponsored Content

Risk-taking? It’s been a rational process since 1654

Synaptic’s client director Eric Armstrong looks at the long history of risk assessment and why Synaptic has published a new White Paper on the topic

Financial services regulation continues to present major compliance challenges and business opportunities for financial advisers. Suitability letter writing is one of the challenges that financial planning tools can help with.

Monday, 30 July 2018 16:34

Sponsored: AFH - Have We Met? Let's Say Hello...

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Sponsored Content from AFH Group

 

Hi! I’m Brian Taylor. After 19 years running my own IFA business, in 2011 I joined AFH. Best decision I ever made! Being part of AFH has given me the freedom to spend more time with my clients and to provide them with an improved range of propositions, so I’m actually delivering better outcomes for them too. So how does AFH do it? I thought I’d let some colleagues tell you that.

Friday, 15 June 2018 16:21

Defaqto Content: Servicing clients from end-to-end

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The right financial planning software supports advisers in their entire financial planning process. It allows them to save time and efficiently service clients throughout their lifecycle. It helps meet differing clients’ needs, whilst also providing evidencing documentation to help satisfy regulatory requirements, writes Remko Bijtjes, Commercial Director, Defaqto.

Friday, 07 October 2016 12:13

Reader Offer: 10% off Retirement Conference for Planners

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Sponsored Content: The Changing World of Retirement Options Conference - 10% discount for FP Today readers

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