You want to run a hugely successful financial planning business that gives you a high level of personal satisfaction and the respect of your peers....

What is lifestyle planning? Conceptually the idea is simple – it is used to help clients define how they want to spend the rest of their lives, cost this desired lifestyl...

Well, enlightened people. Let it be known that I too have joined the digital age....

According to Sue Merriman, BT Financial Group’s head of technical, more advisers need to be aware of the importance of beneficiary nominations when creating estate plans ...

A recent Investment and Financial Services Association (IFSA) industry forum heard compelling evidence as to why product rationalisation is an issue that will increasingl...

Hungarian banks, chewable tobacco and other exotics are part of the stuff of global stock stories that excite these specialist managers....

Abstract Long...

Advisers are drowning in choice – that is, a growing choice of information and new research available to help them get the requisite levels of documentation they now requ...

Business insurance is seen by many advisers as an area to steer well clear of – it is seen as too complex and therefore best left to those who fully understand all the in...

Morningstar’s head of consulting Anthony Serhan will join Vanguard’s head of retail investment Robin Bowerman in a session covering the importance of after-tax returns....