Five minute adviser profile: Peter Cooper of Cooper Johnston Wealth Management

by Natalie Fast on May 24, 2012 at 10:32

Peter Cooper explains why he fears there could be a backlash over IFAs moving towards the 1% fee model.

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Provider-adviser tie-ups need scrutiny

by Daniel Grote on May 23, 2012 at 12:15

The Financial Services Authority has been training its focus on the tie-ups between providers and distributors lately and, as our stories this week show, it is a growing trend.

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Five minute adviser profile: Roger Perry of Monahans Financial Services

by Megan Andrews on May 22, 2012 at 15:48

Roger Perry, director of Trowbridge-based Monahans Financial Services explains why his mum is his biggest inspiration.

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The New Model Adviser® Quiz of the Week

by Alex Steger on May 18, 2012 at 16:45

Think you know all there is to know about this week’s news? Why not prove it, and have a go at the New Model Adviser® weekly quiz.

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Five minute adviser profile: Peter Lawrence of Prime Time Financial

by Megan Andrews on May 17, 2012 at 11:12

Peter Lawrence of Prime Time Financial explains why his favourite platform is Cofunds.

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Six investment lessons from Tom Dobell

by David Sandham on May 17, 2012 at 10:38

David Sandham recently met M&G star fund manager Tom Dobell. This is what he learned.

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Life in the Fast Lane: Glassey’s clear vision for life coach scheme

by Natalie Fast on May 15, 2012 at 13:34

Who helps the planners plan? Duncan Glassey, founder of Edinburgh-based Wealthflow, is trying to with a new service from his Financial Life Coaching business.

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Five minute adviser profile: Caroline Banks of Caroline Banks & Associates

by Natalie Fast on May 15, 2012 at 10:39

Caroline Banks talks about her plans for 2012 which include final RDR checks and visits to India, Malaysia and Singapore on behalf of the Million Dollar Round Table.

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What do providers really think about ETVs?

by William Robins on May 15, 2012 at 10:24

A letter from Aviva shows providers may be ducking for cover over enhanced transfer value exercises.

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Five minute adviser profile: Mark Potter of Ethos Financial Management

by Megan Andrews on May 15, 2012 at 10:00

Mark Potter of Ethos Financial Management talks plainly about the need for transparency in order to move away from the 'smoke and mirrors' of finance.

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