Client charging structures: Taking a different approach
Ben Peele looks at adviser charging structures and says it is time for IFAs to look at the issue from a different starting point...
Source: professionaladviser.com
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Diary of an aspiring adviser: 'New job allows me to learn by doing, not just through books'
My last diary entry saw me waiting for my RO6 results and I am very pleased to tell you I passed. I am now the proud owner of a diploma in financial planning and am excited for the next steps in my journey. This latest development seemed like a good time to take a step back and think about where I should go from
Source: moneymarketing.co.uk
Diary of an aspiring adviser: 'At 45, I am proof it is never too late to change careers'
Diary of an aspiring adviser: ‘At 45, I am proof it is never too late to change careers’ By Faith Crabb 11 th March 2021 1:00 pm Four years ago, I was in an admin support role at a secondary school. I was one of those people who liked spreadsheets and graphs but I didn’t know much about investments, stock markets or the role of financial planners. It was my girlfriend who introduced me to the profession and I quickly started to see the benefits of helping peopl...
Source: moneymarketing.co.uk