Editor’s picks: 5 top read stories on ABR
Selected top stories published on Adviser Business Review in the past few months
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Profiling a range of different businesses, we seek out best practice alongside new and innovative approaches to running adviser businesses.
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Here we present five articles that resonated with our readers over the past few months.
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Editor, Adviser Business Review
Rory Percival provided further comment around what should be included in suitability reports and the client file, with particular reference to products and investments not recommended in the advice given.
Charging by percentage of assets under management is fair to the client and for the adviser business. If you pay for cheap advisers you get cheap advice, says Stephen Harper, CEO Attivo Group.
ATEB Consulting’s Steve Bailey draws conclusions on the FCA’s key areas of focus and adviser best practice from the firm’s work as a member of the FCA’s Skilled Person Panel.
The restricted financial advice model neatly fits outcomes-driven advice, argues Tim Sargisson, CEO of Sandringham Financial Partners.
Increased pressure from the Regulator and the changes to dividend tax rates will impact smaller businesses, prompting an increase in consolidation, even as advice opportunities grow, predicts Fairstone Group CEO Lee Hartley.