The Budget was light on measures for advisers but two initiatives need to be on their radar when it comes to clients’ portfolios....
Delegating tasks away and taking a proactive approach to change are among recommendations for advisers to ‘thrive’ in an industry filled with regulation....
Mike Taylor writes that new research conducted by Money Management has confirmed general acceptance of the convergence of accounting and advice but only on the right term...
Giving clients advice with the same care with which he would his parents has seen Chris Cynkar of RSM win Paraplanner of the Year....
Accounting firm RSM is expanding, and has appointed Jamie O'Rourke as the new national chair following the retirement of its current chair after 16 years. ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....