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Financial advice

Your profession

Lighthouse CEO Streatfield: Young clients hold the key to a firm's value

Advisers who embrace young clients despite their lack of wealth are building the foundation for a more valuable business, Lighthouse chief executive Malcom Streatfield has said.

clock 24 April 2014 •

Pensions

Five retirement stories you might have missed

In this week's Retirement Planner news round-up we highlight five key stories you might have missed over the past seven days.

clock 23 April 2014 •

Pensions

Missing pieces: How advisers can help deliver Osborne's retirement 'guidance guarantee'

How advisers can help deliver Osborne’s retirement ‘guidance guarantee’

clock 16 April 2014 •

Income

Royal London CEO: We need a 'new form' of advice after Budget pensions move

Royal London Group chief executive Phil Loney has called on the industry and regulator to come up with a "new form of advice" to service those at point of retirement and meet the challenge set by the Chancellor.

clock 03 April 2014 •

Regulation

FCA confirms Osborne's 'right to advice' pledge means guidance only

The Chancellor's 'right to advice' for pensioners at the point of retirement will be a right to 'free impartial guidance', not regulated advice, the Financial Conduct Authority (FCA) has confirmed.

clock 01 April 2014 •

Adviser tips

Adviser Masterclass: How to value your business

Why valuating advisory businesses is no longer about 3x or 6x recurring income...

clock 27 March 2014 •

Your profession

A new dawn: The life planning conference without the life companies

Attending the life planning conference without the life companies

clock 27 March 2014 •

Your profession

Lighthouse's Streatfield: Our plans for returning to profit

Lighthouse group has had yet another year in the red, but chief executive Malcolm Streatfield has a plan in place to turn it around.

clock 26 March 2014 •

Regulation

IFP: Chancellor's 'right to advice' pledge may spark mis-selling

The Institute of Financial Planning (IFP) has warned the Chancellor's right to advice at retirement promise, announced in the Budget, could inadvertently spark a wave of mis-selling.

clock 21 March 2014 •

Your profession

Four weddings and a funeral: The unseen side of financial advice

The unseen side of financial advice

clock 20 March 2014 • 11 min read
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