Featured articles

24/05/2013 10:31:01

When is the best time to invest into an asset category?

16/05/2013 10:12:19

Advisers find opportunities in tough times

15/05/2013 18:36:38

Preserving the three kinds of Family Wealth

15/05/2013 10:13:07

Pension Portfolio - the only pension your clients will ever need

14/05/2013 12:02:15

What price is your new strategy and business risks post RDR?

08/05/2013 10:31:07

Investment Due Diligence (part 2)

02/05/2013 16:43:12

Success Strategies for Financial Advisors

01/05/2013 10:37:50

Making your website work for you, means making it work for your visitors. Valuable tips for IFAs

01/05/2013 08:22:57

Google confirmation: forget SEO. What can IFAs learn from this?

30/04/2013 16:05:46

We need to talk about Taxes - How much tax are you paying?

25/04/2013 16:42:00

Advisers drive RDR awareness. New research revealed

25/04/2013 16:34:14

When ‘bad' is ‘good'. Expert views on Europe's recovery

22/04/2013 11:13:40

Should Men and Women have different Risk Profiling questions?

17/04/2013 16:43:05

Provider and Supplier Update - April 2013

11/04/2013 16:51:45

Great business opportunity for IFAs. Healthy second income in a growth business.

08/04/2013 09:14:02

A new opportunity dawns - Now’s the time to focus on mid-market clients

08/04/2013 08:47:08

How to Prove and Demonstrate your Independence in a Post RDR World

08/04/2013 08:13:49

Investment Due Diligence (part 1)

03/04/2013 10:36:52

LifeTalk Android App now available in Google Play

27/03/2013 10:54:58

The fight for justice for Arch cru investors continues

23/03/2013 15:38:24

The best kept Marketing and Lead Generation secret for IFAs and Financial Advisers

20/03/2013 10:49:20

For Providers only: How to engage with IFAs through Social Media and Conversational Marketing

18/03/2013 17:45:40

Face-to-face networking gets IFAs new clients - if you approach it like this

15/03/2013 11:06:08

Being helpful and supportive - Old fashioned values in a modern setting to help people find an IFA or Financial Adviser

11/03/2013 16:42:00

SortRefer is a simple, free-to-use, online resource designed for IFAs and Mortgage Brokers

08/03/2013 13:50:16

Top tips for marketing your firm in a post-RDR world

05/03/2013 11:52:32

Pension contributions: no cash, no problem!

04/03/2013 08:09:11

How you find an IFA or Financial Adviser just changed. A welcome return to 'the human touch'

19/02/2013 15:59:25

Why Only Best Practice Makes Perfect!

19/02/2013 14:30:08

Pension planning; the persuasive power of the ‘jelly baby’!

13/02/2013 15:02:32

Are you using the end of the tax year to contact your clients?

07/02/2013 09:40:44

No wealth is being created

04/02/2013 08:00:30

Lend private businesses some help with a SSAS

25/01/2013 11:33:06

Personal Asset Lending on the Rise

10/01/2013 08:05:37

Is your client’s SSAS up to date with its HMRC filing?

03/01/2013 16:01:56

Is there any New Year pension cheer?

02/01/2013 08:32:25

A New Year, a New Regime - and a New Name for IFA Life...

22/12/2012 14:17:18

2013 - A new year and a new challenge. But here's the real reason why the profession could be wiped out

18/12/2012 10:34:37

New Provider workshop for 2013 - How to use Social Media to add value and to engage with IFAs in a post RDR world

11/12/2012 20:00:21

New Year, New Regime, New Opportunities... and a New Name for IFA Life

11/12/2012 19:37:09

Christmas Cheer for IFAs with Small Fund Pension clients

03/12/2012 14:13:48

My IFA resuscitated my SSAS

27/11/2012 16:11:11

Use Outsourcing and Profit from RDR

27/11/2012 15:39:30

The Folly of Hourly Fees

09/11/2012 09:49:58

How to use valuable content to generate sales opportunities

08/11/2012 21:11:28

All set for RDR?

05/11/2012 13:27:33

Business 2015 - My Predictions

12/10/2012 08:06:28

What makes a good financial adviser?

05/10/2012 10:13:18

What LinkedIn skills endorsements mean for Financial Advice professionals (and how to make the most of the exciting new feature)

29/09/2012 16:30:26

The Less Paper Office. IFAs can't ignore paper, but they can be smarter about how they store it

06/09/2012 07:03:47

IFAs should become expert bloggers

24/08/2012 14:44:07

How do you compete for the attention of IFAs in an increasingly crowded online marketplace?

09/08/2012 10:21:23

Eight years of IFA Life – some valuable insights into IFAs’ and Providers’ use of Social Media

03/08/2012 08:38:32

Your business depends upon the views of others. IFA websites are missing a trick

25/07/2012 16:03:58

Best Practice makes Perfect: 171 Memory Joggers and Bright Ideas for IFAs

27/06/2012 15:57:29

Empowering advisers and wealth managers to deliver profitable services to mass affluent clients, using digital risk profiling and wealth planning

26/06/2012 16:35:15

How to use LinkedIn: 300 Proven Tips for Financial Advisers

18/06/2012 13:10:55

Please vote on the Top characteristic of the most successful financial advisers

10/06/2012 15:59:54

Credit crunch generation stuck in financial adolescence - the Top 50 Indicators of being 'Grown up'

08/06/2012 09:22:11

When it comes to pensions, women are still very much the poor relation

23/05/2012 07:48:44

Golden Rules for talking with a new generation of pension savers

01/05/2012 16:43:10

Should every investment portfolio be insured?

27/04/2012 10:09:05

Advisors must shift LinkedIn to the top of their Social Media strategy (if they had one)

16/04/2012 08:38:49

Should the IFP and PFS follow the MDRT model? How have you benefited from MDRT?

09/03/2012 16:56:44

How to connect your IFA Life profile page to your LinkedIn page

03/03/2012 10:29:30

The 7 key traits of a Trusted Adviser

13/01/2012 15:47:01

How to Plan, Promote and Present Successful Client Seminars in an RDR World

20/12/2011 16:44:44

Asset allocation and RDR

09/12/2011 10:11:51

Why every IFA firm needs a mobile website

29/11/2011 15:48:51

Why are so many IFAs invisible online? (And missing out on business as a result)

06/10/2011 15:19:19

The impact of this on our family has been traumatic to say the least

19/09/2011 16:08:01

Reassurance for pension clients with Prudential’s multi-asset funds

22/06/2011 19:38:00

Why should I pay for your advice?

22/06/2011 12:42:46

Clients are crying out for pensions with guarantees

21/06/2011 11:50:46

'New Model' is not just for IFAs - it's for Providers too. Why Social Media will soon dominate Providers' interaction with IFAs

15/06/2011 16:08:02

7 tips to make yourself memorable as an IFA

19/05/2011 09:38:05

Do advisers need coaching?

08/04/2011 17:26:29

A Real Conversation with an IFA - the truth hurts

15/03/2011 07:53:05

How to use and Leverage LinkedIn - Resources for IFAs and Financial Planners

11/02/2011 12:18:39

Evidence of professionalism at the Professional Adviser Awards

26/01/2011 11:19:50

Do You Really Know Your Customer?

07/01/2011 22:54:04

10 reasons why consumers won't come to your financial planning seminar

29/08/2010 16:55:53

A Digital Mindset. Do IFAs, Financial Planners and Financial Brands have it?

04/08/2010 10:02:05

3 Reasons why an IFA should blog - even if you have nothing to say

06/07/2010 08:39:28

Five powerful reasons why you should start blogging. A simple way for IFAs to generate leads

10/08/2009 14:33:45

Does anyone take notice of financial advertising and marketing anymore?

31/07/2009 08:15:01

Do financial advice businesses have competition? Internet businesses shouldn't follow Microsoft's lead

05/07/2009 10:59:24

Can you mentor another IFA or Financial Planner?

29/06/2009 11:52:21

This is when I'll pay for financial advice

21/04/2009 11:43:58

Another way to get more traffic to a financial planner's website

22/10/2008 06:01:36

“Change or Die” That’s the message for many advisers

28/09/2008 10:24:54

How to maximise your membership of IFA Life

05/08/2008 10:35:35

How well do you manage your image as an IFA?