In this edition of Technical Update we look at platform pricing and the future for Financial Planners' fees in this context. Most experts believe that effective use of an investment platform can result in significant administration and cost efficiencies. This can lead to more efficient administration of client investments and is often seen as one of the key benefits of platforms. Read more ...

Tagged under #Platforms #AXA Wealth #pricing

With RDR imminent how ready is the platform market for the changes it will bring? Rob Kingsbury spoke to platform providers and Financial Planners about the issues they see affecting the market in the future.
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Tagged under #RDR #Platforms #wrap

Kusal Ariyawansa CFP^CM reflects on a case involving a business owner who was initially reluctant to take advice and how he convinced him of the benefits to be gained from a Financial Planning approach. Read more ...

Tagged under #pensions #Tax #Business

Kusal Ariyawansa CFP^CM helps a young couple, who had reached a crossroads in their lives, to sort out their finances and consider some inter-generational wealth planning.

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Tagged under #pensions #Tax #Business

Parminder Bains CFP^CM explains how he opened the eyes of a fund manager who was unused to being challenged over her investing decisions. He aimed to help her achieve her ambitions to travel widely and also to make her dream of helping an elephant sanctuary become a reality.

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Tagged under #Wealth Management #Real life case study #Parminder Bains #PSB Wealth LLP

Richard Watkins CFP^CM explores the risks for a successful business owner concerned that if the business turns sour he has little to fall back on. Is he exposing his family to too much risk?

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Tagged under #Asset Management #Close Brothers Asset Management #Real life case study #Richard Watkins

Each month Financial Planner interviews a leading Financial Planner to ask them to share their best practice secrets from their business. This month we talk to Keri Carter CFPCM of Broadway Financial Planning in the Cotswolds. Read more ...

Tagged under #IFP #Keri Carter #Broadway FP

Dan Woodruff CFP^CM reflects on a business development case which saw two owners enquire about the worth of their business prior to selling it to the highest bidder. Read more ...

Tagged under #Business development

Matt Oechsli of The Oechsli Institute in the US looks at five common practice management mistakes that Financial Planning firms make and looks at ways to avoid costly mistakes. Read more ...

Tagged under #Practice Management #Matt Oechsli

The Sipps market has powered ahead in recent years but are too many providers chasing too few customers? Sally Hamilton talks to leading planners to assess the health of the sector. Read more ...

Tagged under #AXA Wealth #Sipps #AJ Bell #Curtis Bank