Adviser Knowhow - latest episode
Adviser KnowHow: How to meet the FCA's demands on platforms
Last year the FSA caused debate in the IFA community when it warned against shoe-horning all clients onto one platform and issues were raised about whether firms could remain independent if they just used one platform. With the new FCA’s focus of suitability at the heart of its regulation how do advisers ensure they’re using the best platform for their clients’ needs?
Adviser KnowHow: How to meet the FCA's demands on platforms
Last year the FSA caused debate in the IFA community when it warned against shoe-horning all clients onto one platform and issues were raised about whether firms could remain independent if they just used one platform. With the new FCA’s focus of suitability at the heart of its regulation how do advisers ensure they’re using the best platform for their clients’ needs?
Adviser KnowHow: a programme for advisers by advisers
Produced in association with BNY Mellon, Adviser KnowHow is a new groundbreaking programme, created specifically to help you and your business. Every week we speak directly to your peers in the industry to understand how they have addressed some of the key issues that advisers face every day of their working lives.
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Previously...
Adviser KnowHow: How to deal with the new regulator
The new regulator came into power last month with intentions to be more hands-on and proactive. So are advisers prepared? Or is there more you could do to bring your proposition in line?
Adviser KnowHow: How do you step back from your firm?
There are many reasons why advisers might want to take a step back from the running of their firm. So how far in advance should advisers plan the move, and what are the key factors to consider?
Adviser Knowhow: How do you gain referrals from and work with solicitors?
Many advisers have been building up their professional connections in a bid for growth or to secure a targeted client base. With new regulation to increase the scope of the working relationship between advisers and solicitors, it’s becoming easier and increasingly important to build links
Adviser KnowHow: How to reduce your PI bill
Professional indemnity insurance can be a thorn in the side for many advisers. While the retail distribution review has arguably done a lot for transparency, is there any more you can do to reduce your insurance premiums? How do you know you’ve got the best deal, and how often should you revise your policy?
In association with BNY Mellon