Listings

• Professional Paraplanner Technical Insight Seminars 2018

  

  Professional Paraplanner is running 11 Technical Insight Seminars 2018 around the country.

• Percival and Harrison review suitability report writing at Technical Insight Seminars

  

  Rory Percival and Cathi Harrison will be tackling the issues around writing compliant, FCA-friendly suitability reports at the Professional Paraplanner Technical Insight Seminars 2018.

• Brooks Macdonald announces sixth year of Adviser Academies

  

  Brooks Macdonald is running 11 Adviser Academy events around the country from April to May 2018.

More Articles

• Prestwood launches business consultancy

  

  Prestwood Group is launching a business consultancy, expanding on the one-to-one business development and seminars that the Group has been undertaking with Prestwood users

• ABR Special Offer: Michelle Hoskin’s WOWW! workshop

  

  Adviser Business Review Special Offer £100 early bird discount offer for tickets to Michelle Hoskin’s WOWW! Workshop Adviser Business Review has obtained a special discount of £100 off the price … Continued

• How clients think – a review of the book ‘Nudge’ in relation to financial planning

  

  How often do we stop to think about how our clients think? Dan Atkinson reviews ‘Nudge: Improving decisions about health, wealth and happiness’

• Challenging established business and industry practices

  

  A regular inflow of new thinking and ideas is healthy for any business wanting to flourish

• Financial Planning with Trusts

  

  Written by Technical Connection’s John Woolley, this 546-page book looks at a wide range of topical tax and financial planning strategies using trusts. Get 10% of the normal price with Adviser Business Review

• Pension Tax Guide 2015-2016

  

  A thorough and practical guide to how the pensions rules work and the part they play in tax planning. Get 10% of the normal price with Adviser Business Review

• Book review: Financial Planning with Trusts

  

  Kat Mock, senior paraplanner with The Paraplanners reviews Financial Planning with Trusts written by John Woolley

• Think you’d pass an Independent status check from the FCA?

  

  Just because you’re an honest adviser investing your clients’ monies in a wide range of funds selected from the whole investment universe, doesn’t automatically make you Independent, warns Steve Bailey of ATEB

• List your event here

  

  To list your event on this page contact 0203 478 4651

• Thinking fast and slow

  

  Business book review: Thinking fast and slow by Daniel Khaneman. Review by: Chris Daems, Director, Principal Financial Solutions