Insight & Analysis
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.
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.
Kusal Ariyawansa CFPCM 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.
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.
Dan Woodruff CFPCM 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.
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.
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.
In this edition of Technical Update we look at the implications of emigrating overseas on taxation and assets. Tim Thornton-Jones from Berkeley Law is a specialist in private client tax planning and has built up a significant practice advising the expat community of Monaco.
Financial Planner Carl Martin CFPCM helps a family deal with the loss of two relatives and untangles a multitude of problems caused by one member's poorly drafted will.
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