RSM

Financial planning

Budget 2022: What’s new for advisers?

The Budget was light on measures for advisers but two initiatives need to be on their radar when it comes to clients’ portfolios....

Financial planning

How to ‘thrive’ in financial advice

Delegating tasks away and taking a proactive approach to change are among recommendations for advisers to ‘thrive’ in an industry filled with regulation....

Features

Advice and accounting – convergence

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...

Financial planning

Communication key for top paraplanners

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

RSM appoint national chair

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. ...